Braden Pearlstein
Investment adviser representative at J.P. Morgan Securities LLC
12 yearsExperience
3 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 LLCSep 2024 to now
- City of ScottsdaleDec 2023 to Aug 2024
- Lifetime FitnessOct 2023 to Mar 2024
- Lifetime FitnessMay 2023 to Sep 2023
- New Webley Llc/the Wembley ClubMay 2023 to Sep 2023
- Stephens IncNov 2022 to May 2023
- Lifetime FitnessAug 2022 to Oct 2022
- UnemployedMar 2022 to Jul 2022
- Fedex GroundNov 2021 to Feb 2022
- Nbt BankJun 2021 to Nov 2021
- UnemployedSep 2014 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (AZ, IL, 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
- 7664203
- Firm CRD
- 79