Brian FadleyCRD Number: 5395851
Current Firm: J.p. Morgan Securities LLC
Brian Fadley (CRD# 5395851) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 7 years of experience in the finance industry.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|J.p. Morgan Securities LLC||Columbus, OH||Oct 2012 - Current||5|
|Chase Investment Services Corp||Columbus, OH||Feb 2011 - Oct 2012||1|
|The Huntington Investment Company||Columbus, OH||Jul 2007 - Feb 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2011|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)