Unclaimed
Brett James Cypher is a financial advisor currently registered with J.p. Morgan Securities LLC. Brett has been in the financial services industry since September 18, 2006. Brett has a Series 63, SIE and Series 6 license. Brett has been registered with the state of Ohio and California. Prior to joining J.p. Morgan Securities LLC, Brett worked with The Huntington Investment Company, KEY INVESTMENT SERVICES LLC and CHASE INVESTMENT SERVICES CORP..
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
01/18/2022 - Present
J.p. Morgan Securities LLC (DAYTON OH)
OH
12/22/2017 - 01/18/2022
THE HUNTINGTON INVESTMENT COMPANY (WEST CHESTER OH)
OH
05/27/2010 - 11/06/2017
KEY INVESTMENT SERVICES LLC (DAYTON OH)
OH
06/30/2006 - 04/21/2010
CHASE INVESTMENT SERVICES CORP. (MIDDLETOWN OH)
BC
Issued 03/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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