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Brear Brinker

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CRD#: 7657750
BB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brear Brinker, who also goes by Brea Brinker, Jennifer Brear Brinker, Brear Cannarsa, was a registered financial professional .

Brear is a previously registered financial professional and started their career in finance in 2022. Brear had worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brea Brinker | Jennifer Brear Brinker | Brear Cannarsa

Other business activities


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.
I founded a a single-member LLC that served as a family office. This business is called Ballast Point Investments, LLC and was founded in 2012 to provide investment advisory and business consulting services. I managed investments, provided business valuation services for publicly traded and privately held companies, and start-up consulting between 2012-2022. The roles were part-time and full time during the past decade. In 2013, I was hired as a personal and legal representative for a family member's probate matter to manage an estate subjected to Los Angeles Probate Courts. I performed these duties from 2013, the case was closed in 2020 and I am winding down these activities, which include real property asset management, film business asset management, investments, legal duties and litigation. A professional fiduciary was hired in 2020 to replace me and is managing the larger trust and estate-related set of cases as I resigned from my fiduciary duties to the estates. I was a Senior Director consultant providing M&A and business strategy services to privately held companies in life sciences, software, biotech, social media, health services, and commercial real estate industries. I was an independent contractor for several transactions and cilents, resigning from my last project with CEO Resources, USA as of Sept. 2022. I was paid hourly ($50 - 320 per hour) for duties ranging from strategic planning, valuation, analysis, executive, administrative, legal and other management services. I managed investment portfolios for family members as a family office over the years 2012-2020), consisting of portfolio management, asset selection & allocation, business valuations, trading and account administration. I no longer perform these duties nor provide investment advisory services to these clients. I was previously compensated in fee income for AUMs.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 4, 2022 - November 16, 2022

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA
CRD#: 108559
San Francisco, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/2/2021
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/7/2020
Securities Industry Essentials Examination

Current Firm


JM
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
FIRST REPUBLIC INVESTMENT MANAGEMENT | TRAINER WORTHAM & CO INC | LUMINOUS CAPITAL A DIVISION OF FIRST REPUBLIC INVESTMENT MANAGEMENT | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | FIRST REPUBLIC PRIVATE WEALTH MANAGEMENT | FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

CRD#: 108559 / SEC#: 801-56293

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Contact information


Main Address
1 Front Street, San Francisco, CA 94111-5602
Mailing Address
Phone number
(415) 392-1400
Established
Firm type
Fiscal year end
# of Employees
690

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - J.P. MORGAN PRIVATE WEALTH ADVISORS LLC (3/26/2024)

Regulatory assets under management


Total Number of Accounts56,585
AUM (Assets Under Management)$ 86,270,585,130

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2024
Cover Page
02/28/2024

Red Flags


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.

Company Information


J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

CRD#: 108559

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