William Blair &
47yrs
Top advisor by experience in Illinois
8yrs
Brad Moore
Financial advisor at J.p. Morgan Securities
Brad Moore has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Chicago, Illinois. Brad has been with J.p. Morgan Securities since 2019; before that, Brad spent a year at Merrill Lynch, Pierce, Fenner & Smith. J.p. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office10 S. Dearborn Street Floor 11, Chicago, IL 60603
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.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowJ.p. Morgan Securities LLCCurrent firm
- Aug 2018 – May 2019
Questions to ask Brad
Tailored to Brad’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brad
How do I contact Brad?
Call J.p. Morgan Securities at 800-999-2000 and ask for Brad Moore. Brad works from the Chicago, IL office.
How long has Brad been a financial advisor?
Brad has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Brad hold?
Series 66. Tap any license on this page to see what it allows.
Is Brad a fiduciary?
Brad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brad paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Brad 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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