Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian De leon is a registered investment advisor representative with J.p. Morgan Securities LLC. Brian has been in the financial industry since 2014. Brian is licensed to provide advisory services in New Jersey and Texas. Brian has passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Brian's current registrations include: Investment Adviser Representative (IA).
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
12/16/2024 - Present
J.p. Morgan Securities LLC (Summit NJ)
Active
Inactive
Not sure Brian De leon is the right advisor for you? Invested Better is here to help.
