Todd Sears (CRD# 4743550) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Maria, CA and has over 12 years of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Gsd Building Maintenance | Orcutt, CA | Jun 2022 - Current | 1 |
Maui In Pismo, LLC | Pismo Beach, CA | Jun 2018 - Current | 5 |
J.p. Morgan Chase Bank | Santa Maria, CA | Oct 2017 - Current | 6 |
J.p. Morgan Securities LLC | Santa Maria, CA | Oct 2017 - Current | 6 |
J.p. Morgan Securities LLC | Santa Maria, CA | Feb 2016 - Sep 2017 | 1 |
J.p. Morgan Securities LLC | San Luis Obispo, CA | Jan 2015 - Feb 2016 | 1 |
Center Street Securities | Scottsdale, AZ | Jan 2013 - Dec 2014 | 1 |
Secure Financial Solutions Group, LLC | Scottsdale, AZ | Jan 2011 - Dec 2014 | 3 |
Todd J. Sears, LLC | Scottsdale, AZ | Jan 2011 - Dec 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2013 |
S65 | NASAA Investment Advisors Law Examination | Feb 2012 |
- CA
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.