Morgan Stanley
46yrs
Top advisor by experience in Palo Alto
12yrs
Brian Hackmeister
Full name on record: Brian Patrick Hackmeister
Financial advisor at J.P. Morgan Securities
Based in Palo Alto, California, Brian Hackmeister is a fiduciary financial advisor with 12 years of industry experience. Brian joined J.P. Morgan Securities in 2026, after eight years at Wells Fargo Advisors. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 574 advisors with offices in Palo Alto, and one of 547 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 58% of advisors at J.P. Morgan Securities
Office2100 EL Camino Real, Palo Alto, CA 94306
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
- Sep 2026 – nowJ.P. Morgan Securities LLCCurrent firm
- 2018 – 2026Wells Fargo Clearing Services, LLCPreviously
- Oct 2014 – Feb 2016Wells Fargo Clearing Services, LLCPreviously
Contact Brian
(800) 999-2000Firm headquarters in New York, NY. Ask for Brian. 2100 EL Camino RealPalo Alto, CA 94306Office · 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 Hackmeister. Brian works from the Palo Alto, CA office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2014, about 12 years. More experience than 58% of advisors at J.P. Morgan Securities.
What licenses does Brian hold?
Series 63, 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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