Wilson J Braun

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

• 05/2001 → Present
  J.P. Morgan Securities Llc
  Philadelphia, PA
• 05/2002 → Present
  Jpmorgan Chase Bank, N.A.
  Philadelphia, PA

Other Businesses

Entity Name: Laffey-McHugh Foundation Investment related: No Address: Wilmington, DE Nature of the other business: The Foundation provides grants, primarily in Delaware, to a wide variety of charities. Position/Title/Relationship: Officer; Vice President; Board Member Start Date: 01-Dec-2014 Approximate # of hours a month: 8 hours per annum Approximate # of hours during securities trading hours: 8 hours a rear Briefly describe your duties: Board Vice President and serve on the Investment Committee

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-29
• S63 Uniform Securities Agent State Law Examination
  1999-01-26

Other Names

• Wilson Jc Braun
• Wilson John Chester Braun