Bradley S Cooperman

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
  San Diego, CA
• 10/2012 → Present
  Jpmorgan Chase Bank, N.A.
  San Diego, CA

Previous Registrations

• 2009-05-02 → 2012-10-01
  Chase Investment Services Corp.
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego,, CA
  San Diego,, CA
  San Diego, CA
• 2005-09-20 → 2009-05-02
  Wamu Investments, Inc.
  San Diego, CA
  San Diego, CA
  San Diego, CA
  Hemet, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  Hemet, CA
  Wildomar, CA
• 2002-05-24 → 2005-06-28
  Wells Fargo Investments, Llc
  Murrieta, CA

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 7/8/2014 ADDRESS: 3004 CARLSBAD, CA. DETAILS: Rental property HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: 1 INVESTMENT RELATED: YES

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-12
• S63 Uniform Securities Agent State Law Examination
  2000-03-22

Other Names

• Bradley Scott Cooperman