Brandon Paul Nolfo
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Brandon Paul Nolfo? 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.
- J.P. Morgan Securities LLCAug 2025 to now
- JPMorgan Chase Bank, N.A.Aug 2025 to now
- Morgan StanleyOct 2023 to Aug 2025
- Houlihan Lokey Capital, Inc.Apr 2022 to Mar 2023
- Houlihan LokeyJan 2022 to Mar 2023
- Acena Consulting LLCAug 2021 to Dec 2021
- American Discovery CapitalJun 2021 to Jul 2021
- The Olson AgencyMar 2020 to Oct 2023
- Trader JoesAug 2018 to Aug 2022
- In n OutMar 2016 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7560743
- Firm CRD
- 79