Brittanie T. Bailor
Investment adviser representative at J.P. Morgan Securities LLC
12 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Brittanie T. Bailor? 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
12 years in the industry.
- J.P. Morgan Securities LLCSep 2026 to now
- JPMorgan Chase Bank, N.A.Sep 2026 to now
- Dimensional Fund AdvisorsAug 2022 to Sep 2026
- UnemployedJun 2022 to Jul 2022
- JP Morgan Chase & Co.Jun 2018 to May 2022
- The University of Chicago Booth School of BusinessSep 2017 to Jun 2019
- Columbia Pacific AdvisorsMay 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7168426
- Firm CRD
- 79