Brandi Wiseman, financial advisor New Albany IN
89 score

Brandi Wiseman

CRD Number: 6268857
Current Firm: J.p. Morgan Securities LLC

Brandi Wiseman (CRD# 6268857) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New Albany, IN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC New Albany, IN Jan 2014 - Current 2
Jp Morgan Chase Bank New Albany, IN Jan 2014 - Current 2
Raymond James Financial Services, Inc. Greensburg, IN Nov 2013 - Jan 2014 < 1
Mainsource Bank Marengo, IN Sep 2010 - Jan 2014 3
Woodforest National Corydon, IN Sep 2007 - Sep 2010 3
John Jones Gmc Corydon, IN May 2007 - Sep 2007 < 1
Car Financial Wells Fargo Elizabethtown, KY May 2002 - May 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2014
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Brandi L. Wiseman
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • IN
  • TX
  • KY
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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