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BRANDON M BERMAN
CRD#: 5911138
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Investment Adviser
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Previous Broker
TOTAL WEALTH SERVICES, LLCCRD#: 331833 4165 E THOUSAND OAKS BLVD
#355
WESTLAKE VILLAGE, CA 91362
Registration History
20122014201620182020202220242026IATOTAL WEALTH SERVICES, LLC (CRD# 331833)2024 - Present (<1 year)BJ.P. MORGAN SECURITIES LLC (CRD# 79)2012 - 2017 (4 years)BCHASE INVESTMENT SERVICES CORP. (CRD# 25574)2011 - 2012 (1 year)IAMARINER INDEPENDENT (CRD# 305418)2022 - 2024 (2 years)IAPOLARIS WEALTH ADVISORY GROUP (CRD# 158718)2017 - 2022 (5 years)IAJ.P. MORGAN SECURITIES LLC (CRD# 79)2014 - 2017 (3 years)
License(s)

State Registrations

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California 9/3/2024

Current Registration(s)
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TOTAL WEALTH SERVICES, LLC (CRD#:331833)
4165 E THOUSAND OAKS BLVD #355, WESTLAKE VILLAGE, CA 91362
Registered with this firm since 9/3/2024

Previous Registration(s)
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04/22/2022 - 09/05/2024 MARINER INDEPENDENT (CRD#:305418) Westlake Village, CA
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05/02/2017 - 05/20/2022 POLARIS WEALTH ADVISORY GROUP (CRD#:158718) Costa Mesa, CA
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04/02/2014 - 04/26/2017 J.P. MORGAN SECURITIES LLC (CRD#:79) AGOURA HILLS, CA
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10/01/2012 - 04/26/2017 J.P. MORGAN SECURITIES LLC (CRD#:79) AGOURA HILLS, CA
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05/09/2011 - 10/01/2012 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) WESTLAKE VILLAGE, CA
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Broker
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Investment Adviser
Disclosures
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