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Brandy Marie Monasco

J.p. Morgan Securities LLC

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About Brandy Marie Monasco

Brandy Monasco is a financial advisor with J.P. Morgan Securities LLC. Brandy has been in the industry for over 10 years and is licensed to provide financial advice in several states. Brandy has extensive experience in both investment advisory and brokerage services, with expertise in providing financial advice to individuals, corporations, and other businesses. Brandy specializes in financial planning, pension consulting, and portfolio management.

Firm Information

Brandy Monasco is currently registered with J.p. Morgan Securities LLC. J.P. Morgan Securities LLC is a Limited Liability Company registered with the SEC and in 53 states. The firm was formed on August 12, 1985, and its main office is located in New York, NY. J.P. Morgan Securities LLC manages over $50 billion in assets and offers a wide range of advisory services, including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. The firm has a significant number of registered representatives and investment adviser representatives, serving various client types, including high-net-worth individuals, corporations, and pension plans.
J.p. Morgan Securities LLC

1001 S CROWLEY RD

CROWLEY, TX 76036

$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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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percentage of assets

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

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other

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

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Brandy Monasco’s Registration & Firm History

TX

11/23/2020 - Present

J.p. Morgan Securities LLC (CROWLEY TX)

TX

07/26/2011 - 01/13/2012

CHASE INVESTMENT SERVICES CORP. (FT. WORTH TX)

TX

05/20/2009 - 10/28/2010

J.P. MORGAN SECURITIES LLC (FORT WORTH TX)

TX

07/06/2005 - 10/10/2006

CHASE INVESTMENT SERVICES CORP. (FT. WORTH TX)

IL

06/12/2003 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 11/19/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/19/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/30/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/6/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 5/18/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There is public disclosure for Brandy Marie Monasco. Review regulatory record here.
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