Brett A. Lemmons
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- J.P. Morgan Securities LLCJun 2025 to now
- JPMorgan Chase Bank, N.A.Jun 2025 to now
- Laciak Accountancy GroupJul 2024 to Jun 2025
- Farrall WealthAug 2023 to May 2025
- LPL Financial LLCDec 2022 to Jun 2025
- Farrall WealthDec 2022 to Jul 2023
- Laciak Accountancy GroupSep 2021 to Jul 2023
- Chili's Grill and BarAug 2021 to Dec 2021
- Blue Ridge BankJan 2021 to Jan 2022
- UnemployedAug 2019 to Dec 2020
- Indiana BeverageJun 2019 to Jul 2019
- UnemployedJun 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7659275
- Firm CRD
- 79