Whitney Braun
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 LLCAug 2024 to now
- JPMorgan Chase Bank, N.A.Aug 2024 to now
- Jordan Park GroupJul 2023 to Aug 2024
- UnemployedJun 2023 to Jun 2023
- Jordan Park GroupJun 2022 to Aug 2022
- Premier Plan ConsultantsJun 2021 to May 2022
- University of San DiegoSep 2019 to May 2023
- Starbucks CorporationSep 2019 to Aug 2021
- The Law Offices of Joshua MoodyMay 2019 to Aug 2019
- UnemployedSep 2018 to Apr 2019
- Medical Practice of Dr Charmaine E Earle, MdMay 2018 to Aug 2018
- UnemployedAug 2014 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7978485
- Firm CRD
- 79