Brandon White
Investment adviser representative at J.P. Morgan Securities LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$429.7BFirm assets
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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
14 years in the industry.
- J.P. Morgan Securities LLCNov 2023 to now
- JPMorgan Chase Bank, N.A.Nov 2023 to now
- Bank of America, N.A.Dec 2021 to Nov 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2021 to Nov 2023
- Suleiman LegacyMar 2021 to Nov 2021
- Our Family FinancialMar 2020 to Dec 2021
- Mutual of Omaha Investor Services, Inc.Oct 2019 to Mar 2020
- Mutual of Omaha Insurance CompanyOct 2019 to Feb 2020
- Our Family FinancialJan 2018 to Oct 2019
- UnemployedSep 2017 to Dec 2017
- Portfolio Vision Inc./raymond JamesApr 2014 to Aug 2017
- Raymond James Financial Services. Inc.Nov 2012 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6135761
- Firm CRD
- 79