Cetera Investment Advisers
44yrs
Top advisor by experience in San Ramon
22yrs
Brian Mui
Financial advisor at J.P. Morgan Securities
Brian Mui is a fiduciary financial advisor in San Ramon, California, with 22 years in the industry. Brian joined J.P. Morgan Securities in 2012, after three years at Chase Investment Services and less than a year at Morgan Stanley & Co.. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 265 advisors with offices in San Ramon, and one of 238 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?Top 16% by experience at J.P. Morgan Securities
Office3104-A Crow Canyon Place, San Ramon, CA 94583
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
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.
Series 66Uniform Combined State Law Examination
Career
- 2012 – nowJ.P. Morgan Securities LLCCurrent firm
- 2009 – 2012Chase Investment Services Corp.Previously
- Sep 2008 – Mar 2009Morgan Stanley & Co. LLCPreviously
- Jan 2007 – Aug 2008National Planning CorporationPreviously
- Mar 2005 – Jun 2006Wells Fargo Investments, LLCPreviously
Questions to ask Brian
Tailored to Brian’s registration and firm.
- 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 Brian
How do I contact Brian?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Brian Mui. Brian works from the San Ramon, CA office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2005, about 22 years. Top 16% by experience at J.P. Morgan Securities.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Brian 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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