Skip to content

Brady Patterson

Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business

Are you Brady Patterson? Claim your profile

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

11 years in the industry.

  1. J.P. Morgan Securities LLCJul 2025 to now
  2. JPMorgan Chase Bank, N.A.Jul 2025 to now
  3. UnemployedJun 2025 to Jun 2025
  4. The University of North Carolina At Chapel HillSep 2024 to May 2025
  5. JPMorgan Chase Bank, N.A.Jun 2024 to Aug 2024
  6. The Crabs Claw InnJun 2023 to Aug 2023
  7. Morgan StanleyJun 2023 to Jul 2023
  8. University of North Carolina At Chapel HillAug 2022 to May 2025
  9. The Crabs Claw InnJun 2022 to Aug 2022
  10. Morgan StanleyJun 2022 to Jul 2022
  11. Vassar CollegeAug 2021 to May 2022
  12. The Crabs Claw InnJun 2021 to Aug 2021
  13. UnemployedSep 2020 to May 2021
  14. Ocean Beach Surf Club IncJun 2020 to Aug 2020
  15. UnemployedSep 2019 to May 2020
  16. Ocean Beach Surf Club IncJun 2019 to Aug 2019
  17. UnemployedJun 2015 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
7559190
Firm CRD
79
Advisor's SEC record (opens in a new tab)
CallContact this firm