Creative Financial Designs
40yrs
Top advisor by experience in Greenville
30yrs
Brad Hare
Financial advisor at J.P. Morgan Securities
Brad Hare has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Greenville, Ohio. After nine years at Morgan Stanley and three years at Edward Jones, Brad joined J.P. Morgan Securities in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 18 advisors with offices in Greenville, and one of 13 fiduciaries.
At a glance
Experience30 years (since 1997)
How that compares ?Top 5% by experience at J.P. Morgan Securities
Office541 Wagner Avenue, Greenville, OH 45331
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowJ.P. Morgan Securities LLCCurrent firm
- 2010 – 2019Morgan StanleyPreviously
- 2007 – 2010Edward JonesPreviously
Contact Brad
(800) 999-2000Firm headquarters in New York, NY. Ask for Brad. 541 Wagner AvenueGreenville, OH 45331Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Brad
Tailored to Brad’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brad
How do I contact Brad?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Brad Hare. Brad works from the Greenville, OH office.
How long has Brad been a financial advisor?
Brad has been in the industry since 1997, about 30 years. Top 5% by experience at J.P. Morgan Securities.
What licenses does Brad hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Brad a fiduciary?
Brad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brad paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Brad for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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