Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Baker is a financial advisor with J.P. Morgan Securities LLC. Brandon has been in the industry since 2020 and has a strong track record of success in providing financial planning, portfolio management, and other advisory services to individuals and businesses. Brandon is committed to helping clients achieve their financial goals and has a deep understanding of the financial markets. He holds a Series 7, 66 and SIE license. Brandon has worked for a variety of firms including Thrivent Investment Management Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brandon is based in ROCKWALL, Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
04/11/2023 - Present
J.p. Morgan Securities LLC (ROCKWALL TX)
TX
08/22/2022 - 04/14/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHARDSON TX)
TX
03/13/2020 - 05/18/2022
THRIVENT INVESTMENT MANAGEMENT INC. (Allen TX)
BOTH
Issued 06/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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