Hallbrook Polite
Investment adviser representative at J.P. Morgan Securities LLC
17 yearsExperience
3 statesRegistered in
$429.7BFirm assets
61 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- J.P. Morgan Securities, LLCAug 2022 to now
- JPMorgan Chase Bank, N.A.Aug 2022 to now
- Alight SolutionsAug 2022 to Aug 2022
- Alight SolutionsSep 2021 to Dec 2021
- Thrivent FinancialMar 2021 to Jan 2022
- Thrivent Investment Management IncFeb 2021 to Jan 2022
- Hodges-mace Benefits Group (now Alight Solutions)Oct 2020 to Nov 2020
- Hallbrook Polite Or Alternative StrategiesJan 2009 to Feb 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2007
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (AL, GA, 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
- 4047368
- Firm CRD
- 79