Brandi Restle, financial advisor Portage IN
93 score

Brandi Restle

CRD Number: 3039586
Current Firm: J.p. Morgan Securities LLC

Brandi Restle (CRD# 3039586) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Portage, IN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Portage, IN Oct 2012 - Current 4
Chase Investment Services Corp Portage, IN Dec 2006 - Oct 2012 5
Vision Investment Services, Inc. South Holland, IL Nov 2005 - Nov 2006 1
Mb Financial Bank South Holland, IL Nov 2005 - Nov 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Jul 2005
Contact Info for Brandi L. Restle
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • IN
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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