Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Downard is a financial advisor with J.P. Morgan Securities LLC based in El Dorado Hills, CA. Brendan has been in the financial services industry since 2023. Brendan is registered with FINRA as a Registered Representative and holds Series 66, 7TO, and SIE licenses. Brendan is also registered with the states of Arizona, California, Florida, Idaho, Kentucky, Montana, North Carolina, Oregon, South Carolina, South Dakota, Texas, and is licensed as an Investment Advisor in both California and 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
CA
10/22/2024 - Present
J.p. Morgan Securities LLC (El Dorado Hills CA)
BOTH
Issued 07/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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