Ventura, CA 3498 Telegraph Rd. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$392,937,438,222
ClientsTotal clients
1,234,172
AdvisorsAdvisors at this office
3
Of 14,280 advisors across 3,605 offices
Location
3498 Telegraph Rd.
Ventura CA 93003
Advisors at this office
3
Advisors at this office
David M
Series 63, Series 66
Ventura, CA
J.P. Morgan Securities
David Morris is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Avondale Partners, LLC and Nashville Financial Services PLLC. Outside of his advisory role, he is an owner and partner of DevonLane Partners LLC, a real estate investment business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending eligible strategies.
Sarah S
Series 66
Ventura, CA
J.P. Morgan Securities
Sarah Saito is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm incorporates quantitative modeling and ESG criteria in its investment process and operates within the broader J.P. Morgan broker-dealer and banking organization.
Eric B
Series 63, Series 66
Ventura, CA
J.P. Morgan Securities
Eric Brandenberg is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Outside of his advisory role, he works as a consultant for Westlake Village Inn, providing guidance on food and beverage menus. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting delivered through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines advisory services with brokerage, distribution, and investment management capabilities.
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