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Joshua Henry Brunner

Investment adviser representative at J.P. Morgan Investment Management Inc.
16 yearsExperience
1 stateRegistered in
$3.5TFirm assets
42 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

16 years in the industry.

  1. J.P. Morgan Investment Management Inc.Sep 2020 to now
  2. J.P. Morgan Asset ManagementJul 2010 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 1 state (TX).

J.P. Morgan Investment Management Inc.

$3.5TAssets managed
128,965Clients
49Advisers
42 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
2852895
Firm CRD
107038
Advisor's SEC record (opens in a new tab)
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