Bryan Hugh Pepper

Current Employers

Employment History

• 12/2013 → 08/2017
  Montage Securities, Llc
  Overland Park, KS
• 03/2017 → 08/2017
  Mariner Wealth Advisors
  Overland Park, KS
• 04/2015 → 03/2017
  Firstpoint Financial, Llc
  Leawood, KS
• 05/2017 → 08/2017
  Vantage Investment Advisors, Llc
  Overland Park, KS
• 09/2017 → 03/2018
  Unemployed
  Prairie Village, KS
• 04/2018 → 02/2019
  Jewish Community Foundation San Diego
  San Diego, CA
• 07/2018 → 07/2023
  Bryan Pepper, Sole Proprietor
  San Clemente, CA
• 09/2018 → 12/2020
  Friends And Family Financial Llc
  San Clemente, CA
• 08/2019 → 12/2019
  Verity Asset Management
  Laguna Hills, CA
• 08/2019 → 12/2019
  Verity Investments, Inc.
  Laguna Hills, CA
• 08/2019 → 12/2019
  Appreciation Financial
  Henderson, NV
• 03/2019 → 08/2019
  Llf Companies
  Newport Beach, CA
• 06/2020 → 07/2021
  Prism Investment Management, Inc.
  Scottsdale, AZ
• 07/2021 → 10/2024
  Jpmorgan Chase Bank, N.A.
  Irvine, CA
• 07/2021 → 10/2024
  J.P. Morgan Securities Llc
  Irvine, CA
• 06/2020 → 07/2021
  Prism Financial Concepts
  Scottsdale, AZ
• 03/2015 → 08/2017
  Mariner Wealth Advisors, Llc
  Overland Park, KS
• 10/2014 → 08/2017
  Mariner Wealth Advisors
  Overland Park, KS
• 12/2013 → 08/2017
  Mariner Wealth Advisors
  Overland Park, KS
• 09/2012 → Present
  Frankliin Bsp Capital Corporation
  Kansas City, MO
• 10/2024 → Present
  Charles Schwab & Co.
  Newport Beach, CA
• 10/2024 → Present
  Charles Schwab Bank
  Newport Beach, CA

Previous Registrations

• 2021-09-09 → 2024-10-17
  J.P. Morgan Securities Llc
  Irvine, CA
  Chicago, IL
  Charlotte, NC
  San Clemente, CA
  New York, NY
• 2020-07-06 → 2021-07-13
  Prism Financial Concepts
  Scottsdale, AZ
• 2018-10-09 → 2020-12-31
  Friends And Family Financial Llc
  San Diego, CA
  San Clemente, CA
  San Clemente, CA
• 2019-08-02 → 2019-12-26
  Verity Asset Management
  Laguna Hills, CA
  Durham, NC
• 2015-03-17 → 2017-08-14
  Mariner
  Overland Park, KS
• 2014-10-29 → 2017-08-14
  Mariner Wealth Advisors
  Overland Park, KS
• 2017-03-01 → 2017-08-14
  Mariner Wealth Advisors
  Leawood, KS
  Overland Park, KS
• 2017-05-26 → 2017-08-14
  Mariner Wealth Advisors
  Overland Park, KS
• 2015-04-14 → 2017-03-22
  Firstpoint Financial, Llc
  Overland Park, KS
• 2013-12-10 → 2016-01-21
  Firstpoint Financial, Llc
  Leawood, KS
• 2013-08-29 → 2013-12-03
  Bfc Planning, Inc.
  Irvine, CA
  Cedar Rapids, IA
• 2012-12-14 → 2013-09-25
  Lpl Financial Llc
  Irvine, CA
  Irvine, CA
• 2009-02-03 → 2012-12-14
  Berthel, Fisher & Company Financial Services, Inc.
  Irvine, CA
  Cedar Rapids, IA
  Irvine, CA
• 2008-01-01 → 2009-02-13
  Wells Fargo Clearing Services, Llc
  Irvine, CA
• 2006-05-01 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  Irvine, CA

Other Businesses

1) Rental Property | Investment Related:No|15221 N Clubgate Dr #2057|Scottsdale|AZ|85254|USA|Real Estate (Non-Agent/Broker)|Own a rental property|1/1/2022|Less than 20|0|Owned condominium that is rented to tenant(s) for residential purposes only.

Exams

• S66 Uniform Combined State Law Examination
  2006-02-27

Other Names

• Bryan H Pepper
• Bryan H Pepper
• Bryan Hugh Pepper
• Bryan Pepper