Morgan Stanley
47yrs
Top advisor by experience in New York
4yrs
Briana Sharp has worked in the financial industry for 4 years and is a fiduciary financial advisor based in New York, New York. Briana joined J.P. Morgan Securities in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office277 Park Avenue 2nd & 3rd Floor, New York, NY 10172
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
- 2022 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Briana
(800) 999-2000J.P. Morgan Securities main office 277 Park Avenue 2nd & 3rd FloorNew York, NY 10172Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Briana
Tailored to Briana’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 Briana
How do I contact Briana?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Briana Sharp. Briana works from the New York, NY office.
How long has Briana been a financial advisor?
Briana has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Briana hold?
Series 66. Tap any license on this page to see what it allows.
Is Briana a fiduciary?
Briana is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Briana paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Briana 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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