Aileen Braga (CRD# 2241901) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in San Francisco, CA and has over 30 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | San Francisco, CA | Sep 2023 - Current | < 1 |
| First Republic Investment Management, Inc. | San Francisco, CA | Jul 2020 - Current | 3 |
| First Republic Securities Company, LLC | San Francisco, CA | Jun 2023 - Sep 2023 | < 1 |
| Na - Member Of Promatch - Silicon Valley's Professional Network | Sunnyvale, CA | Jan 2020 - Jul 2020 | < 1 |
| Saratoga Research & Investment Management | Saratoga, CA | Mar 2010 - Oct 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1993 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2001 |
- CA
-
Total Assets Under Management86,271MILLIONS
-
Total Number of Accounts56,585ACCOUNTS
-
Average Account Value$1,524,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
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