Unclaimed
Brandon Richard Clark is a financial advisor with J.p. Morgan Securities LLC. Brandon Clark has been in the industry since 2017 and has experience with Morgan Stanley & Co. LLC and Lazard Frères & Co. LLC. Brandon Clark is registered with FINRA and holds the Series 79, Series 63, and SIE licenses. Brandon Clark is registered in all 50 states and the District of Columbia. J.p. Morgan Securities LLC is a full-service investment bank and brokerage firm that provides a wide range of financial products and services to individual and institutional clients. The firm manages over $250 billion in assets.
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
NY
08/29/2022 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
06/01/2018 - 03/08/2019
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
10/20/2017 - 04/30/2018
LAZARD FRERES & CO. LLC (NEW YORK NY)
BC
Issued 08/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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