Brian Bunker has been Advisor Advocate of Mgo One Seven since January 2026, is a control person of the firm and directly owns under 5% of it. Brian Bunker holds an MBA from Baldwin-Wallace University. Brian Bunker studied at Youngstown State University.
Mgo One Seven LLC is a Beachwood, OH firm with $7.72B under management, 16,335 clients and 95 advisers across 48 offices, as of its April 2026 filing.
Brian Bunker is Advisor Advocate of OneSeven. He works with advisor teams on practice management concepts and on use of OneSeven's services and resources. Before joining OneSeven, he spent over two decades with asset and wealth management firms such as Vanguard Investments, J.P. Morgan Asset Management and Victory Capital Management.
- J.P. Morgan Asset Management– · 5 yearsNew York, NY · Adviser representative · Firm CRD 107038
Professional designations
Listed by Mgo One Seven
- Chartered Investment Management Analyst (CIMA)
- Certified Mutual Fund Consultant (CMFC)
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 30 August 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 July 1998 |
| Series 7 | General Securities Representative Examination | 7 July 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian Karl Bunker
- CRD
- 2316665
- Firm
- Mgo One Seven · CRD 283087
- Role
- Advisor Advocate
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- onesevenadvisor.com
Where does Brian Bunker work?
Brian Bunker has been Advisor Advocate of Mgo One Seven LLC since January 2026, and is a control person of the firm.
Does Brian Bunker have a current investment-adviser registration?
Brian Bunker has no current investment-adviser or broker registration.
What exams has Brian Bunker passed?
Brian Bunker has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in July 1998. FINRA credited Brian Bunker with the SIE, which began in October 2018.
Where was Brian Bunker previously registered as an investment adviser?
Brian Bunker has past investment-adviser registrations through J.P. Morgan Asset Management, March 2004 to November 2009, across 1 firm.
Is Brian Bunker registered with FINRA?
No. Brian Bunker has no current broker registration.
How can I verify Brian Bunker’s record?
Search CRD 2316665 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Bunker’s full registration record.
