Brian Boehm
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCAug 2025 to now
- JPMorgan Chase Bank, N.A.Aug 2025 to now
- Digital Equity LLCSep 2024 to now
- Trinity Wealth Securties, LLCOct 2024 to Apr 2025
- Florida Financial Advisors, LLCSep 2024 to May 2025
- J.P. Morgan Securities LLCJun 2023 to Aug 2024
- JPMorgan Chase Bank, N.A.Jun 2023 to Aug 2024
- E*trade Securities LLCAug 2022 to May 2023
- Morgan StanleyAug 2022 to May 2023
- Paul Bunyon Tree ServiceApr 2021 to Aug 2022
- First National Realty PartnersMar 2021 to Apr 2021
- Executive EnterpriseFeb 2021 to Mar 2021
- Aegis Capital CorpSep 2020 to Jan 2021
- UnemployedAug 2020 to Aug 2020
- SeacoastJun 2020 to Jul 2020
- UnemployedSep 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7295897
- Firm CRD
- 79