Brendan Michael O'leary
Investment adviser representative at J.P. Morgan Securities LLC
12 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
12 years in the industry.
- J.P. Morgan Securities LLCApr 2025 to now
- JPMorgan Chase Bank, N.A.Apr 2025 to now
- Goldman SachsJul 2022 to Apr 2025
- UnemployedJun 2022 to Jun 2022
- DoordashMar 2021 to Aug 2021
- Binghamton UniversityAug 2020 to May 2021
- Atrium StaffingJun 2020 to Aug 2020
- FedexJun 2020 to Jun 2020
- Orange County Community CollegeAug 2019 to May 2020
- Gymratz PerformanceMay 2019 to Aug 2019
- Suny OneontaJan 2019 to May 2022
- UnemployedSep 2018 to Dec 2018
- Brian Sondey Basketball CampsAug 2018 to Aug 2018
- UnemployedJul 2018 to Jul 2018
- Washingtonville Wizards Basketball CampJun 2015 to Jun 2017
- Washingtonville High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7604999
- Firm CRD
- 79