Brian K. Jones
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Brian K. Jones? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Brian K. JonesMay 2023 to now
- J.P. Morgan Securities LLCMar 2023 to now
- Homebridge Financial Services, Inc.Jul 2022 to Mar 2023
- Pfs Investments Inc.Nov 2021 to Mar 2023
- First Guaranty MortgageMar 2021 to Jun 2022
- Array Capital Investment co. LLCSep 2019 to Mar 2021
- Countryplace MortgageMar 2018 to Mar 2021
- Carrington Mortgage Services LLCMay 2017 to Mar 2018
- Avantax Investment Services, Inc.Jan 2017 to Apr 2021
- Avantax Advisory ServicesOct 2016 to Apr 2021
- Avantax Insurance Agency LLCOct 2016 to Apr 2021
- Mid America MortgageMay 2016 to Apr 2017
- Money Concepts CapitalApr 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2419861
- Firm CRD
- 79