Margot Brunette
Investment adviser representative at J.P. Morgan Securities LLC
13 yearsExperience
2 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
13 years in the industry.
- J.P. Morgan Securities LLCDec 2023 to now
- JPMorgan Securities LLCSep 2023 to now
- JPMorgan Chase Bank, NAJun 2021 to now
- Ringle Inc.Feb 2021 to Aug 2023
- Joe's Pizza Ann ArborFeb 2021 to Apr 2021
- JPMorgan Chase Bank, NAJul 2020 to Aug 2020
- Academy of Motion Picture Arts and SciencesJun 2019 to Aug 2019
- The Walt Disney CompanyMay 2019 to Aug 2019
- University of Michigan Stephen M. Ross School of BusinessFeb 2019 to Apr 2021
- Startengine Crowdfunding, Inc.Jun 2018 to Aug 2018
- University of MichiganSep 2017 to Apr 2021
- UnemployedSep 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 6949024
- Firm CRD
- 79