Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Joseph O'keefe is a financial advisor with J.P. MORGAN SECURITIES LLC in Columbus, OH. Brian has been in the financial industry since September 17, 1997. Brian also has a branch office location in Katy, TX. Brian's previous employers include Next Financial Group, Inc., PNC Investments, P.J. Robb Variable Corporation, Cambridge Investment Research, Inc., Capital Analysts, Incorporated, Nationwide Securities, Inc., 1717 Capital Management Company, and A I M Distributors, Inc. Brian is registered with the state of Ohio for both securities and investment advisory services. Brian is also registered with the state of Texas for securities and investment advisory services.
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
08/04/2021 - Present
J.p. Morgan Securities LLC (Columbus OH)
TX
03/25/2013 - 06/22/2021
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
DE
01/09/2012 - 10/29/2012
PNC INVESTMENTS (WILMINGTON DE)
PA
07/01/2009 - 08/10/2011
P.J. ROBB VARIABLE CORPORATION (DRESHER PA)
PA
10/07/2008 - 04/01/2009
CAMBRIDGE INVESTMENT RESEARCH, INC. (DOYLESTOWN PA)
PA
11/02/2006 - 10/09/2007
CAPITAL ANALYSTS, INCORPORATED (RADNOR PA)
DE
09/08/2004 - 09/07/2006
NATIONWIDE SECURITIES, INC. (NEWARK DE)
DE
11/13/2002 - 09/07/2006
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
TX
10/08/1994 - 03/28/2002
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 6/2/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/23/2012
Series 4 - Registered Options Principal Examination
BC
Issued 2/28/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 5/30/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 8/12/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/31/2004
Series 7 - General Securities Representative Examination
BC
Issued 9/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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
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