Briana McDougall, financial advisor Tampa FL

Briana McDougall

CRD Number: 7470310
Current Firm: J.p. Morgan Securities LLC

Briana McDougall (CRD# 7470310) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tampa, FL and has 1 year of experience in the finance industry.

Similar Advisors
Edward Acker, financial advisor Tampa FL
Edward J. Acker
CRD# 5829856
St. Pete Financial Group
Similar Advisors
Douglas Wilkinson, financial advisor Tampa FL
Douglas E. Wilkinson
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Carl von dem Bussche, Sr., financial advisor Tampa FL
Carl F. von dem Bussche, Sr.
CRD# 843581
Financial Guidance Group, Inc.
Company Name Location Dates Years
J.p. Morgan Securities LLC Tampa, FL Nov 2021 - Current < 1
Jpmorgan Chase Bank, N.a. Tampa, FL Nov 2021 - Current < 1
Sanibel Captiva\tampa Bay Trust Company Tampa, FL Jun 2020 - Oct 2021 1
The Northern Trust Company Tampa, FL Nov 2011 - Jun 2020 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Briana McDougall
Phone Number: 800-999-2000
Firm Website: https://www.chase.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    229,725
    MILLIONS
  • Total Number of Accounts
    856,594
    ACCOUNTS
  • Average Account Value
    $268,184
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.