Joseph M. Sebo, CFP
44yrs
Top advisor by experience in Oceanside
14yrs
Gerald Brown
Financial advisor at J.P. Morgan Securities
Based in Oceanside, California, Gerald Brown is a fiduciary financial advisor with 14 years of industry experience. Gerald joined J.P. Morgan Securities in 2018, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 61 advisors with offices in Oceanside, and one of 58 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 63% of advisors at J.P. Morgan Securities
Office615 College Blvd., Oceanside, CA 92057
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
- 2018 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Gerald
615 College Blvd.Oceanside, CA 92057Office · Get directions Firm main line(800) 999-2000Headquarters: J.P. Morgan Securities · New York, NY Firm websitewealthpartners.jpmorgan.com
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Questions to ask Gerald
Tailored to Gerald’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 Gerald
How do I contact Gerald?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Gerald Brown. Gerald works from the Oceanside, CA office.
How long has Gerald been a financial advisor?
Gerald has been in the industry since 2013, about 14 years. More experience than 63% of advisors at J.P. Morgan Securities.
What licenses does Gerald hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Gerald a fiduciary?
Gerald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gerald paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Gerald 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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