Unclaimed
Brian Tucker is a registered representative at J.p. Morgan Securities LLC in Palo Alto, CA. Brian has been in the securities industry since 2013 and is licensed to conduct business in California. Brian holds the Series 7, Series 63, and SIE licenses. Brian was previously registered with FIRST REPUBLIC SECURITIES COMPANY, LLC.
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
09/29/2023 - Present
J.p. Morgan Securities LLC (Palo Alto CA)
CA
03/18/2013 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Palo Alto CA)
BC
Issued 10/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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