J.p. Morgan Securities LLC

J.p. Morgan Securities LLC (CRD# 79) is a financial advisory firm headquartered in New York, NY. They manage $70,743,245,584 in 344,720 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    70,743
    MILLION
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at J.p. Morgan Securities LLC
Showing 1 - 10 of 5,329 top financial advisors.
1
Russell L. Fletcher
CRD#: 1787137
San Carlos & 6th Street, Carmel-By-The-Sea, CA 93921
101
Wealthminder
score

Russell Fletcher (CRD# 1787137) is an Investment Advisor Representative working at J.P. Morgan Securities LLC in Carmel-By-The-Sea, CA and has over 27 years of experience in the finance industry.

2
Shaun Kelley
CRD#: 5174627
373 N Milwaukee St, Boise, ID 83704
98
Wealthminder
score

Shaun Kelley (CRD# 5174627) is an Investment Advisor Representative working at J.P. Morgan Securities LLC in Boise, ID and has over 9 years of experience in the finance industry.

3
Ted E. Albrecht
CRD#: 4150771
8369 N Rampart Range Rd, Littleton, CO 80125
96
Wealthminder
score

Ted Albrecht (CRD# 4150771) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Littleton, CO and has over 16 years of experience in the finance industry. Ted Albrecht 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.

4
Jennifer M. Anaya
CRD#: 5643386
670 N Rose Dr, Placentia, CA 92870
96
Wealthminder
score

Jennifer Anaya (CRD# 5643386) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Placentia, CA and has over 7 years of experience in the finance industry. Jennifer Anaya 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.

5
Derik E. Anderson
CRD#: 4877553
11770 Marsh Lane, Dallas, TX 75229
96
Wealthminder
score

Derik Anderson (CRD# 4877553) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 11 years of experience in the finance industry. Derik Anderson 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.

6
Cameron S. Andre
CRD#: 4978626
28 Liberty Street, New York, NY 10005
96
Wealthminder
score

Cameron Andre (CRD# 4978626) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 11 years of experience in the finance industry. Cameron Andre 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.

7
Mark D. Anleitner
CRD#: 4661368
2301 Calumet Avenue, Valparaiso, IN 46383
96
Wealthminder
score

Mark Anleitner (CRD# 4661368) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Valparaiso, IN and has over 13 years of experience in the finance industry. Mark Anleitner 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.

8
Bradley Arave
CRD#: 5482571
615 E. 1st Street, Tustin, CA 92780
96
Wealthminder
score

Bradley Arave (CRD# 5482571) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tustin, CA and has over 8 years of experience in the finance industry. Bradley Arave 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.

9
Brian P. Ashley
CRD#: 2367204
4990 El Dorado Pkwy., McKinney, TX 75070
96
Wealthminder
score

Brian Ashley (CRD# 2367204) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in McKinney, TX and has over 23 years of experience in the finance industry. Brian Ashley 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.

10
Roberto Austin
CRD#: 5256700
18975 Brookhurst Street, Fountain Valley, CA 92708
96
Wealthminder
score

Roberto Austin (CRD# 5256700) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fountain Valley, CA and has over 9 years of experience in the finance industry. Roberto Austin 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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