Brian McDowell, financial advisor Portland OR
93 score

Brian McDowell

CRD Number: 2982847
Current Firm: J.p. Morgan Securities LLC

Brian McDowell (CRD# 2982847) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Portland, OR and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
City Of Tigard Oregon Planning Commission Tigard, OR Jan 2016 - Current < 1
J.p. Morgan Securities LLC Portland, OR Feb 2013 - Current 3
Pnbm Re Investments Beaverton, OR Dec 2011 - Current 5
Multi-financial Securities Corporation Denver, CO Feb 2012 - Feb 2013 1
Cetera Advisors LLC Portland, OR Feb 2012 - Feb 2013 1
Cascadia Wealth Management Portland, OR Jul 2010 - Feb 2013 2
Pacific West Securities, Inc. Renton, WA May 2010 - Feb 2012 1
Pacific West Financial Consultants, Inc. Renton, WA May 2010 - Feb 2012 1
Usmc / Usaf Reserve Portland, OR Sep 2000 - Dec 2010 10
Wells Fargo Bank Na Portland, OR Sep 2002 - Jul 2010 7
Wells Fargo Investments, LLC Portland, OR Nov 2006 - Mar 2009 2
Pacific West Securities, Inc. Renton, WA Jul 2003 - Oct 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Jul 2003
Contact Info for Brian S. McDowell
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • OR
  • TX
  • WA
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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