Unclaimed
Brandon Kupfer is an investment advisor representative with J.p. Morgan Securities LLC. Brandon has been in the financial industry since August 6, 2018. Brandon is registered with the states of Arizona, Arkansas, California, Colorado, Florida, Illinois, Nevada, New York, Texas and Wyoming. Brandon is also licensed with the Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7), Uniform Securities Agent State Law Examination (Series 63) and Uniform Investment Adviser Law Examination (Series 65). Brandon was previously an investment advisor representative with Equitable Advisors, LLC.
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
CA
06/21/2023 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
CA
08/07/2018 - 04/06/2023
EQUITABLE ADVISORS, LLC (LOS ANGELES CA)
IA
Issued 12/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2018
Series 7 - General Securities Representative 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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