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Brian Christopher Addvensky

J.p. Morgan Securities LLC

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About Brian Christopher Addvensky

Brian Christopher Addvensky is an investment professional with over two decades of experience in the financial services industry. Brian has held principal roles at leading firms, including J.P. Morgan Securities LLC and AllianceBernstein Investments, Inc. Brian is a licensed investment advisor representative and securities principal. Brian currently works at J.P. Morgan Securities LLC in New York, New York, which is a large broker-dealer with a wide range of services for clients.

Firm Information

Brian Addvensky 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 Addvensky’s Registration & Firm History

NY

06/28/2014 - Present

J.p. Morgan Securities LLC (NEW YORK NY)

NY

05/26/2011 - 06/19/2014

NYLIFE DISTRIBUTORS LLC (NEW YORK NY)

NY

08/19/2009 - 05/24/2011

NYLIFE DISTRIBUTORS LLC (NEW YORK NY)

NY

07/20/2006 - 12/01/2008

ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)

NJ

03/05/2004 - 06/30/2006

AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

IL

10/24/2003 - 02/02/2004

ASSENT LLC (BOLINGBROOK IL)

NY

03/09/2001 - 10/21/2003

WORLDCO, L.L.C. (NEW YORK NY)

PA

10/19/2000 - 12/15/2000

SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)

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Licenses & Designations

IA

Issued 10/08/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/02/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/07/2018

Series 4 - Registered Options Principal Examination

BC

Issued 06/26/2015

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/26/2014

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/02/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 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

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 are no public disclosures for Brian Christopher Addvensky.
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