J. P. Brar

Wealth Manager

Phone: 949-453-7660
Fax: 949-453-7672
E-mail:
 

J.P. Brar is a Wealth Manager in ICM’s Newport Beach Office. J.P. began his career in financial planning after attending the University of Texas School of Law. 

Mr. Brar specializes in working with businesses and individuals, helping to create customized solutions to enhance their overall financial situations.  He takes an educational approach with clients, providing remarkable levels of service and setting a foundation for the long-term relationships he continues to build. 

J.P. advises his clients on topics that include:  tax-favored accumulation & retirement strategies, tax-efficient college savings vehicles, real estate investments, estate and succession planning, asset preservation, and insurance needs analysis.

As a Wealth Manager, Mr. Brar also builds, implements, and manages investment portfolios for Clients. 

By tailoring each investment strategy individually, J.P. provides Clients access to professionally-managed solutions customized to fit their specific situation. 

In 2019, following the diagnosis of a close friend, Mr. Brar became a Member & Sponsor of the National Multiple Sclerosis Society. 

He’s committed to spreading awareness of the complex, unpredictable, and invisible symptoms those affected by MS continue moving forward in spite of.

Mr. Brar is an Investment Advisor Representative with SagePoint Financial, Inc., and a registered Fiduciary with the U.S. Securities and Exchange Commission (SEC).

J.P. holds the following registrations, designations, and licenses:

SIE, Series 7, and Series 66 Registrations

Citadel Certified Estate Planner

CA Life, Health, & Accident 

CA Variable Contracts 

 *Securities and Advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC.  Fixed and/or traditional insurance services offered through Independent Capital Management (ICM). Mortgage services offered through ICM Lending, Estate Planning services offered through Citadel Law Offices. Entities listed are not affiliated with SagePoint Financial, Inc. 

 

J.P. Brar
Wealth Manager
Independent Capital Management, Inc.
1401 Dove Street, Suite 430
Newport Beach, CA 92660
jbrar@sagepointadvisor.com
Office: (949) 453-7660
Fax: (949) 453-7672
www.icmfinancial.com

CA Insurance License # 0M28029

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck