Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brynna? Claim Your ProfileBrynna O'Leary is a financial advisor with J.P. Morgan Securities LLC. Brynna has been in the financial industry since 2020 and has a broad range of experience. Brynna holds Series 6, 63, 79, and 82 licenses and has a wealth of experience serving clients across the United States. Brynna's primary focus is on providing financial planning and portfolio management services for both individuals and businesses. Before joining J.P. Morgan Securities LLC, Brynna worked at Gilmartin Financial and Northwestern Mutual Investment Services, 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
NY
09/21/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
07/12/2022 - 10/04/2022
GILMARTIN FINANCIAL (New York NY)
NY
07/28/2020 - 03/18/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
BC
Issued 09/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/12/2022
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 07/28/2020
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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