Bryan J. Heideloff
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCJul 2026 to now
- Eagle Valley ConstructionJun 2026 to Jul 2026
- EquitableNov 2025 to May 2026
- UnemployedMay 2025 to Nov 2025
- Pizza Dunne RightAug 2024 to May 2025
- American Medical Technology IncMay 2022 to Sep 2022
- University of Notre DameFeb 2022 to May 2025
- UnemployedJul 2016 to Feb 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 8172640
- Firm CRD
- 79