Brian Best
Also appears in the source record as: Brian Nolan Best
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (6)
- SIESeries 31Series 7Series 8Series 63Series 65
- Registered states (25)
- Alabama · Alaska · Arizona · California · Colorado · Connecticut · Florida · Georgia · Illinois · Indiana · Iowa · Michigan · Missouri · New Jersey · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · South Carolina · Tennessee · Texas · Washington · West Virginia · Wisconsin
- Years in the industry (source record)
- 31
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 2561013 contains one or more disclosure events as of Aug 20, 2026.
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Current firm
From the firm record
- Firm
- J.P. Morgan Securities LLC
- Firm CRD
- 79
- SEC number
- 801-3702
- Assets under management
- $429.7B as of Jun 30, 2026
- Website
- wealthpartners.jpmorgan.com ↗
- Phone
- 800-999-2000
- Firm location
- New York, NY, 10017
Employment history (11)
From the source registration record · current first
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start not retrieved → present
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start not retrieved → present
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Pnc InvestmentsBradenton, FL · IA capacityMay 1, 2012 → Aug 5, 2013
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Pnc InvestmentsBradenton, FL · BC capacityFeb 27, 2012 → Aug 5, 2013
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Trustmont Financial Group, Inc.Largo, FL · BC capacityAug 3, 2011 → Feb 27, 2012
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Trustmont Advisory Group, Inc.Greensburg, PA · IA capacityJun 2, 2011 → Feb 27, 2012
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Best & Company Investment Management, Inc.Clermont, FL · IA capacityMay 30, 2006 → Feb 10, 2012
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Raymond James & Associates, Inc.Orlando, FL · IA capacityMar 24, 2005 → Mar 22, 2006
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Raymond James & Associates, Inc.St. Petersburg, FL · BC capacityAug 17, 2004 → Mar 22, 2006
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Charles Schwab & Co., Inc.Westlake, TX · BC capacityApr 5, 1995 → Jul 16, 2004
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Chatfield Dean & Co., Inc.Greenwood Village, CO · BC capacityJan 23, 1995 → Mar 21, 1995
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.