Brenton Herbert Bay
Investment adviser representative at J.P. Morgan Securities LLC
11 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
11 years in the industry.
- Sole-proprietorshipMay 2026 to now
- J.P. Morgan Securities LLCJun 2025 to now
- Ameriprise Financial Services, LLCJul 2023 to May 2025
- UnemployedMay 2023 to Jul 2023
- Columbus Blue JacketsSep 2022 to Apr 2023
- The Ohio State University LibraryAug 2022 to Sep 2022
- MenardsApr 2021 to Aug 2021
- Door DashMay 2020 to May 2020
- Uber EatsMay 2020 to May 2020
- Sofo FoodsJun 2019 to Jul 2019
- The Ohio State UniversityAug 2018 to May 2023
- United Parcel ServiceMay 2018 to Aug 2018
- UnemployedSep 2017 to Apr 2018
- Monette's MarketMay 2017 to Aug 2017
- The Toledo ZooMay 2017 to Jun 2017
- St. Patrick of Heatherdowns SchoolJun 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (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
- 7785467
- Firm CRD
- 79