Bradley Wellens, financial advisor New York NY

Bradley Wellens

CRD Number: 6621460
Current Firm: J.p. Morgan Securities LLC

Bradley Wellens (CRD# 6621460) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 8 years of experience in the finance industry. Bradley Wellens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
J.p. Morgan Securities LLC New York, NY Jun 2023 - Current < 1
Jpmorgan Chase Bank, N.a. New York, NY Jun 2023 - Current < 1
Systems Technology Inc. Chantilly, VA Mar 2017 - Current 7
Morgan Stanley New York, NY Aug 2021 - Jun 2023 1
Keystone Asset Management Mclean, VA Aug 2019 - Jul 2021 1
Unemployed Mclean, VA Jul 2019 - Jul 2019 < 1
Campion Asset Management LLC Vienna, VA Jan 2016 - Mar 2017 1
Virginia Polytechnic Institute And State University Blacksburg, VA Aug 2013 - Dec 2015 2
Stevens Construction Corp Falls Church, VA Jun 2015 - Sep 2015 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2016
S66 NASAA Uniform Combined State Law Examination Nov 2021
Contact Info for Bradley M. Wellens
Phone Number: 800-999-2000
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
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

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