Brian WeatonCRD Number: 7409127
Current Firm: J.p. Morgan Securities LLC
Brian Weaton (CRD# 7409127) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has 1 year of experience in the finance industry.
Financial Life Focus, LLC
|J.p. Morgan Securities LLC||New York, NY||Jul 2021 - Current||1|
|Jpmorgan Chase Bank, N.a.||New York, NY||Jul 2021 - Current||1|
|Unemployed||Ridgefield, CT||Jun 2021 - Jun 2021||< 1|
|Wake Forest University||Winston-salem, NC||Sep 2019 - May 2021||1|
|Wake Forest University||Winston-salem, NC||Aug 2017 - May 2021||3|
|Codyq, LLC||Ridgefield, CT||May 2016 - Sep 2020||4|
|Jpmorgan Chase Bank, N.a.||Ridgefield, CT||Jul 2020 - Aug 2020||< 1|
|Ridgefield Bakery And Cafe LLC||Ridgefield, CT||May 2016 - Dec 2016||< 1|
|Unemployed||Ridgefield, CT||Jun 2011 - Apr 2016||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2021|
Total Assets Under Management212,929MILLIONS
Total Number of Accounts982,795ACCOUNTS
Average Account Value$216,656
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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