Guy
Milner

J.P. Morgan Securities LLC

CRD#4836651
Investment Advisor
in San Diego, CA
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About this Advisor

Guy Milner is a certified financial planner working in San Diego, California, with 13 years in the industry. Milner is currently employed by J.P. Morgan Securities LLC. The advisor has gained experience at J.P. Morgan Securities LLC, Wells Fargo Investments, LLC and Chase Investment Services Corp. Milner maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California and Texas. J.P. Morgan Securities LLC is a firm based out of San Diego, California. It has offices in 5,365 locations and a total of 5,713 advisors. It controls $113 billion in assets under management between its 505,984 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 190 charities and foundations. Of its 505,984 client accounts, 16% belong to high-net-worth clients who have at least $1 million in assets available to invest. J.P. Morgan Securities LLC provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services usually vary depending on which services the firm provides the client. However, fee types billed by J.P. Morgan Securities LLC can be comprised of some combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 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, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

4111 Governor Dr.
San Diego, CA 92122

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$112,505,543,419

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

5,713

CA Average: 88
Total Number of Accounts

505,984

CA Average: 3,892
Average Account Size

$222,350

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

Guy Milner Work History

Guy has 13 years of experience.

2012 - Present (7 years)

J.P. Morgan Securities LLC

2009 - 2012 (3 years)

Chase Investment Services Corp

2005 - 2009 (4 years)

Wells Fargo Investments, LLC

Disclosures

Guy Milner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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