Clint Swinney

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Fort Worth, TX
• 12/1998 → Present
  Jpmorgan Chase Bank, N.A.
  Fort Worth, TX
• 03/2026 → Present
  Branem Properties Llc
  Gulf Shores, AL

Previous Registrations

• 2000-11-27 → 2012-10-01
  Chase Investment Services Corp.
  Irving, TX
  Irving, TX
  Arlington, TX
  Irving, TX
  Irving, TX
  Irving, TX
  Arlington, TX
  Irving, TX
  Arlington, TX
  Arlington, TX

Other Businesses

Entity Name: BranEm Properties LLC Investment related: No Address: Private Residence is LLC address Rental Property in Gulf Shores,AL Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/16/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Opened an LLC to hold a rental Property in Gulf Shores AL

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-27
• S63 Uniform Securities Agent State Law Examination
  1999-08-19

Designations

• Certified Financial Planner

Other Names

• Clinton Duane Swinney