Martin William francis Brennen
Investment adviser representative at J.P. Morgan Securities LLC
18 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Martin William francis Brennen? 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
18 years in the industry.
- J.P. Morgan Securities LLCJul 2022 to now
- JPMorgan Chase Bank, N.A.Jul 2022 to now
- InstacartNov 2021 to Nov 2021
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jun 2022
- Strategic Advisers LLCOct 2010 to Jul 2018
- Strategic AdvisorsOct 2010 to Jul 2018
- Fidelity InvestmentsFeb 2008 to Jun 2022
- Fidelity Brokerage Services LLCJan 2008 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 5319268
- Firm CRD
- 79