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Brianna McCoy

J.p. Morgan Securities LLC

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About Brianna McCoy

Brianna McCoy is a registered representative with J.p. Morgan Securities LLC and is currently registered with the states of New York and Texas. Brianna has passed the Uniform Combined State Law Examination and has worked in the financial services industry since 2024. Previously, Brianna held positions with JPMorgan Chase Bank, N.A., Deloitte & Touche LLP, Old Ebbitt Grill, Georgetown University, Delaware Prosperity Partnership and was unemployed between 2014 and 2019. Brianna has experience in the financial planning, pension consulting and selection of other advisors. J.p. Morgan Securities LLC is a large firm with over $50 billion in assets under management and is registered with the Securities and Exchange Commission (SEC). The firm offers a variety of investment products and services to individual and institutional clients.

Firm Information

Brianna McCoy 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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Brianna McCoy’s Registration & Firm History

NY

01/13/2025 - Present

J.p. Morgan Securities LLC (New York NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brianna McCoy.
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