Invested Better
Unclaimed

Unclaimed

Unclaimed

Bradley Lloyd McNeill

J.p. Morgan Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bradley? Claim Your Profile

About Bradley Lloyd McNeill

Bradley Lloyd McNeill is a registered representative with J.P. Morgan Securities LLC. Bradley has been in the securities industry since August 3, 2012 and has experience working with a wide range of clients including high-net-worth individuals, corporations, insurance companies, and charitable organizations. Bradley has a strong background in investment company products and variable contracts, as evidenced by his Series 6 and Series 6TO licenses. Bradley is currently registered with the state of Colorado and has been affiliated with J.P. Morgan Securities LLC since July 24, 2023. Previously, Bradley worked with Allstate Financial Services, LLC from 2004 to 2022.

Firm Information

Bradley McNeill is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Fee computed based on cents-per-share-deposited-into-the-account

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bradley McNeill’s Registration & Firm History

CO

07/24/2023 - Present

J.p. Morgan Securities LLC (ENGLEWOOD CO)

CO

05/14/2021 - 09/22/2022

ALLSTATE FINANCIAL SERVICES, LLC (Boulder CO)

CO

04/25/2007 - 12/31/2013

ALLSTATE FINANCIAL SERVICES, LLC (LAKEWOOD CO)

CO

01/07/2004 - 12/08/2006

ALLSTATE FINANCIAL SERVICES, LLC (NORTHGLENN CO)

Not sure if Bradley Lloyd McNeill is right for you?

Licenses & Designations

BC

Issued 05/14/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/30/2021

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley Lloyd McNeill.
Not sure if Bradley Lloyd McNeill is right for you?