Brendan
White

J.P. Morgan Securities LLC

CRD#5652928
Investment Advisor
in Carlsbad, CA
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About this Advisor

Brendan White is a certified financial planner located in Carlsbad, California. Currently an investment advisor with J.P. Morgan Securities LLC, White has 15 years of practice in the financial advisory industry. White maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. White is able to serve investors in California and Texas. Over the course of their career, White has held roles at Chase Investment Services Corp, First American Title, Lincoln Financial Advisors, J.P. Morgan Securities LLC and Jpmorgan Chase Bank, Na. J.P. Morgan Securities LLC is based out of Carlsbad, California, and operates out of 5,365 additional brick-and-mortar locations in the country. As a company, J.P. Morgan Securities LLC manages $113 billion in assets throughout 505,984 accounts and retains more than 5,713 people. The level of assets currently under the firm's management makes it one of the largest firms in the United States. The firm manages 396,797 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 16% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. J.P. Morgan Securities LLC provides portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

7176 Avenida Encinas
Carlsbad, CA 92011

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

CA Average: $7,464,549,021
Total Number of Employees

7,383

CA Average: 88
Total Number of Accounts

602,419

CA Average: 3,892
Average Account Size

$216,255

CA Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Brendan White Work History

Brendan has 15 years of experience.

2012 - Present (7 years)

J.P. Morgan Securities LLC

2012 - Present (7 years)

Jpmorgan Chase Bank, Na

2010 - 2012 (2 years)

Chase Investment Services Corp

2009 - 2010 (1 year)

Lincoln Financial Advisors

2003 - 2009 (6 years)

First American Title

Disclosures

Brendan White has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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