William Bradford Towne
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCJul 2025 to now
- JPMorgan Chase Bank, N.A.Jul 2025 to now
- United States Marine Corps ReserveOct 2021 to now
- Goldman Sachs & Co., Inc.Jul 2024 to Jul 2025
- Harvard Business SchoolAug 2022 to May 2024
- Cacoma Technologies, LLCJan 2022 to Jan 2024
- Parsons CorporationNov 2021 to Jan 2022
- United States Marine CorpsJul 2019 to Sep 2021
- John Hopkins UniversityJan 2018 to May 2020
- Northrop Grumman Space SystemsMar 2017 to Oct 2021
- Treality Svs (F.K.A. Esterline Svs)Dec 2016 to Feb 2017
- AerotekMar 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7761452
- Firm CRD
- 79