Osaic Wealth
44yrs
Top advisor by experience in Cary
7yrs
Bryan Brache
Financial advisor at J.P. Morgan Securities
Based in Cary, North Carolina, Bryan Brache is a fiduciary financial advisor with 7 years of industry experience. Bryan joined J.P. Morgan Securities in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 296 advisors with offices in Cary, and one of 280 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office5070 Arco St, Cary, NC 27519
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
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Bryan
5070 Arco StCary, NC 27519Office · 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 Bryan
Tailored to Bryan’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 Bryan
How do I contact Bryan?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Bryan Brache. Bryan works from the Cary, NC office.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Bryan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Bryan a fiduciary?
Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryan paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Bryan 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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