John Matthew Brew
Professional Summary
John Matthew Brew is a registered financial advisor currently at ATLAS TECHNOLOGY GROUP LLC located in Menlo Park, California. John is registered as a RR (Registered Representative) and started their career in finance in 1998. John has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
FALCON WEALTH PLANNING, LLC
J.P. MORGAN SECURITIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
FALCON WEALTH PLANNING, LLC
J.P. MORGAN SECURITIES LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
FALCON WEALTH PLANNING, LLC
J.P. MORGAN SECURITIES LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
FALCON WEALTH PLANNING, LLC
J.P. MORGAN SECURITIES LLC
Years of Experience
28 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
FALCON WEALTH PLANNING, LLC
J.P. MORGAN SECURITIES LLC
Current Firm
ATLAS TECHNOLOGY GROUP LLC
Contact Information
Main Address
1300 El Camino Real Suite 100, #47, Menlo Park, CA 94025Mailing Address
1300 El Camino Real Suite 100, #47, Menlo Park, CA 94025Phone Number
(415) 795-8800Established
California since 11/24/2009Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
FALCON WEALTH PLANNING, LLC
J.P. MORGAN SECURITIES LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
FALCON WEALTH PLANNING, LLC
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
(2/20/2014)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
FALCON WEALTH PLANNING, LLC
J.P. MORGAN SECURITIES LLC
CRS (Client Relationship Summary) - BD
Click below to view John Matthew Brew's CRS (Customer Relationship Summary).
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
FALCON WEALTH PLANNING, LLC
J.P. MORGAN SECURITIES LLC