John
Niles
Bbr Partners, LLC
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About this Advisor
John Niles is a financial advisor operating out of New York, New York with a total of 2 years of industry experience. Niles currently works for Bbr Partners, LLC. Their career trajectory has included roles at Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, Lumity, Inc, Santa Clara University Development Office, California High School, Unemployed (Summer Vacation), Santa Clara University and Bbr Partners. Niles maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Bbr Partners, LLC is an advisory business operating out of New York, NY. The company has offices in five locations and a total of 165 people on staff. It oversees $24 billion in total assets among its 4,300 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 55 charities and foundations. Of its 4,300 client accounts, 88% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and selection of other advisers. A financial advisor's fees typically are based on the services. Fee types billed by Bbr Partners, LLC likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bbr Partners, LLC Brokerage Details
$24,081,600,000
165
4,300
$5,600,372
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers
John Niles Work History
John has been registered as a financial advisor for 2 years.*
Bbr Partners
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
Lumity, Inc
Santa Clara University Development Office
Unemployed (Summer Vacation)
Santa Clara University
California High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Niles to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bbr Partners, LLC
New York, NY
New York, NY
Chicago, IL
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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