J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
18yrs
Joseph Bui
Financial advisor at Merrill
Joseph Bui is a fiduciary financial advisor in Los Angeles, California, with 18 years in the industry. After two years at J.P. Morgan Securities, Joseph joined Merrill in 2018, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 60% of advisors at Merrill
Office2049 Century Park E, Los Angeles, CA 90067
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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
- 2018 – nowMerrillCurrent firm
- 2015 – 2017J.P. Morgan Securities LLCPreviously
- 2008 – 2015MerrillPreviously
Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Joseph
How do I contact Joseph?
Call Merrill at (800) 637-7455 and ask for Joseph Bui. Joseph works from the Los Angeles, CA office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 2008, about 18 years. More experience than 60% of advisors at Merrill.
What licenses does Joseph hold?
Series 66. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Joseph 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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