Unclaimed
Brandon Terrell Nelson is a financial advisor with J.P. Morgan Securities LLC based in Columbus, OH. Brandon has been in the industry since January 2022 and is registered with the state of Ohio. He is licensed to sell securities in eleven states. Brandon has passed the Series 79TO, SIE, and Series 63 exams. Brandon specializes in providing financial planning services, pension consulting, and portfolio management for businesses and individuals.
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
OH
01/20/2022 - Present
J.p. Morgan Securities LLC (Columbus OH)
BC
Issued 05/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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