Brad Waitrovich
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Brad Waitrovich? 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
10 years in the industry.
- JP Morgan Chase Bank, N.A.Oct 2023 to now
- J.P. Morgan Securities LLCSep 2023 to now
- First Republic Investment Management, IncJul 2023 to now
- First Republic Securities Company, LLCSep 2022 to Oct 2023
- First Republic BankJan 2022 to Jul 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2019 to Dec 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2019
- Wells Fargo Bank, NAMar 2016 to Jan 2019
- Wells Fargo Advisors LLCMar 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6482276
- Firm CRD
- 79