Ameriprise Financial Services
47yrs
Top advisor by experience in San Jose
19yrs
Brian Lamb
Financial advisor at J.P. Morgan Securities
Brian Lamb is a fiduciary financial advisor in San Jose, California, with 19 years in the industry. After two years at Chase Investment Services and three years at TD Ameritrade, Brian joined J.P. Morgan Securities in 2012, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 993 advisors with offices in San Jose, and one of 926 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?Top 22% by experience at J.P. Morgan Securities
Office5393 Almaden Expwy, San Jose, CA 95118
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
- Dec 2010 – Oct 2012Chase Investment Services Corp.Previously
- 2007 – 2010TD Ameritrade, Inc.Previously
- 2007 – 2010TD Ameritrade Investment Management, LLCPreviously
Contact Brian
(800) 999-2000Firm headquarters in New York, NY. Ask for Brian. 5393 Almaden ExpwySan Jose, CA 95118Office · Get directions Firm websitewealthpartners.jpmorgan.com
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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 Lamb. Brian works from the San Jose, CA office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2007, about 19 years. Top 22% 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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