Unclaimed
Brian McEvily is a financial advisor with J.P. Morgan Securities LLC. Brian McEvily is registered with the Financial Industry Regulatory Authority (FINRA) and has been working in the securities industry since September 11, 2019. Brian McEvily has a Series 63, Series 65, Series 79TO and SIE license. Brian McEvily is licensed in 53 states and the District of Columbia.
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
NJ
05/20/2022 - Present
J.p. Morgan Securities LLC (Iselin NJ)
BC
Issued 08/15/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Brian McEvily is the right advisor for you? Invested Better is here to help.