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Brian Barry

J.p. Morgan Securities LLC

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About Brian Barry

Brian Barry is a financial advisor with over 3 years of experience in the financial services industry. Brian is registered with J.P. Morgan Securities LLC, a broker-dealer firm, and is licensed to sell securities in multiple states, including California, Idaho, New York, Oregon, Texas, and Washington. Brian holds the Series 63, SIE, and Series 79 licenses. Previously, Brian worked as a financial advisor at HSBC Securities (USA) Inc. and Mizuho Securities USA LLC. Brian has a proven track record of success in providing financial advice and investment management services to individuals and businesses.

Firm Information

Brian Barry is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$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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Brian Barry’s Registration & Firm History

OR

08/30/2022 - Present

J.p. Morgan Securities LLC (Portland OR)

OR

11/22/2019 - 06/10/2022

HSBC SECURITIES (USA) INC. (Portland OR)

CA

06/15/2017 - 05/30/2018

MIZUHO SECURITIES USA LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 07/06/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/30/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Barry.
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