Brian Bechelli, financial advisor San Francisco CA
90 score

Brian Bechelli

CRD Number: 6019126
Current Firm: J.p. Morgan Securities LLC

Brian Bechelli (CRD# 6019126) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Francisco, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmchase Bank Na Los Angeles, CA Jan 2012 - Current 5
J.p. Morgan Securities LLC Los Angeles, CA Jan 2012 - Current 5
Bank Of America Thousand Oaks, CA Jun 2010 - Dec 2011 1
Extended Travel 0, CA Jan 2010 - Jun 2010 < 1
Uc Berkeley Berkeley, CA Aug 2009 - Dec 2009 < 1
Jp Morgan San Francisco, CA Jun 2009 - Aug 2009 < 1
Uc Berkeley Berkeley, CA Aug 2008 - Jun 2009 < 1
Smith Barney San Francisco, CA Jun 2008 - Aug 2008 < 1
Uc Berkeley Berkeley, CA Aug 2007 - Jun 2008 < 1
Staubach Commercial Real Estate Newport Beach, CA Jun 2007 - Aug 2007 < 1
Uc Berkeley Berkeley, CA Aug 2006 - Jun 2007 < 1
Myers, Dawes, Andras, And Sherman Newport Beach, CA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Brian S. Bechelli
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • TX
  • LA
  • NC
  • OH
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
90
Clean Record
This advisor has a clean track record with regulators.

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