Bradley Larson, financial advisor Pacific Grove CA
93 score

Bradley Larson

CRD Number: 1207260
Current Firm: J.p. Morgan Securities LLC

Bradley Larson (CRD# 1207260) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pacific Grove, CA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
J.p.morgan Securities LLC Paciific Grove, CA Apr 2014 - Current 2
Grail Securities San Francisco, CA Jan 2013 - Mar 2014 1
Manifold Partners And Successors San Francisco, CA Dec 2012 - Dec 2013 1
Creighton Capital And Successors San Francisco, CA Aug 2010 - Dec 2013 3
Unemployed Alamo, CA Apr 2010 - Jul 2010 < 1
Cannell Capital San Francisco, CA Sep 2009 - Mar 2010 < 1
Riversource Fund Distributors, Inc. San Francisco, CA Jan 2009 - Sep 2009 < 1
J. & W. Seligman & Company Incorporated New York, NY Sep 2005 - Dec 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S65 NASAA Investment Advisors Law Examination Jul 2014
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Bradley W. Larson
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
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
93
Clean Record
This advisor has a clean track record with regulators.

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