J.P. Morgan Securities LLC
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
J.P. Morgan Securities LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
J.P. Morgan Securities LLC
Chase Investment Services Corp
Wells Fargo Investments, LLC
Guy Milner has no disclosures.
Please visit their SEC profile for more details.