Brett Donald Melton
Investment adviser representative at J.P. Morgan Securities LLC
12 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
12 years in the industry.
- J.P. Morgan Securities LLCOct 2025 to now
- JPMorgan Chase Bank, N.A.Oct 2025 to now
- UnemployedAug 2024 to Sep 2025
- Citizens BankJan 2024 to Jul 2024
- Citizens Securities LLCJan 2024 to Jul 2024
- UnemployedDec 2023 to Dec 2023
- Lincoln Financial Distributors, IncMar 2023 to Nov 2023
- Lincoln Financial GroupMar 2023 to Nov 2023
- Fidelity InvestmentsMar 2022 to Mar 2023
- Fidelity Brokerage ServicesMar 2022 to Feb 2023
- Bank of AmericaJan 2020 to Mar 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to Mar 2022
- AscensusOct 2019 to Dec 2019
- UnemployedJun 2019 to Sep 2019
- Bank of America/merrill EdgeAug 2014 to May 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2014 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (CA, PA, 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
- 6238309
- Firm CRD
- 79