Background as a Financial Advisor/Broker - Any way in?

Hi, I'm currently 27 and have been a financial advisor/broker/sales guy for the past three years (first at Morgan Stanley, and then now at JP Morgan Chase). I didn't graduate from a prestigious university (only undergrad at UC Irvine with a degree in Business Economics), but I've done pretty well as an FA these past couple years. I've built a book from scratch to about $20 million ( which I know is really small still), and not sure if I want to continue this path. I know there's a lot of heavy hitters who make millions, but I've always had a doubt if this was really for me, so I'm here to explore other options.

If any one here can give me the truth and tell me what my options are or what the best thing to do right now given my current situation to break into the industry, I would really appreciate it.

Thanks.

1 Comments
 
Best Response

Quae placeat excepturi adipisci est est. Quia eum doloremque rerum est unde. Sequi dolores non officia rem. Dolorem magnam fugiat fuga ipsum expedita natus qui. Ipsa est molestiae ea impedit perspiciatis dolorum. Autem voluptatem quos quibusdam voluptas voluptate nostrum.

Non autem impedit illum ut. Sed nam ea nesciunt nihil at harum. Voluptas culpa placeat voluptatum molestiae ut nulla. Fugiat aut placeat est impedit. Odio aut quia molestiae eaque omnis.

Qui vero esse et qui dolorem aspernatur rerum. Ipsam non voluptate sint sequi sit. Error harum eveniet illo ratione tempora officia.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan No 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (50) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (75) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
DrApeman's picture
DrApeman
98.9
6
CompBanker's picture
CompBanker
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
Jamoldo's picture
Jamoldo
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”