Jason P Brown

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

• 04/2012 → 05/2017
  J.P. Morgan Securities Llc
  San Francisco, CA
• 05/2017 → 01/2022
  Jp Morgan Securities Llc
  Santa Rosa, CA
• 01/2018 → 01/2022
  Jpmorgan Chase Bank, N.A
  Santa Rosa, CA
• 01/2022 → Present
  J.P. Morgan Securities Llc
  Santa Rosa, CA
• 01/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Santa Rosa, CA

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: ABJ PROPERTIES, LLC. POSITION: INVESTOR/OFFICER START DATE: 12/24/2018 ADDRESS: 4209 Santa Rosa, CA DETAILS: THIS LLC IS A REAL ESTATE HOLDING COMPANY FORMED FOR THE SOLE PURPOSE OF HOLDING TITLE TO THE REAL ESTATE USED IN MY WIFE'S DENTAL PRACTICE AS WE HAVE PURCHASED THE BUILDINGS. I AM A MEMBER. ENTITY WILL NET ZERO. THE LLC WILL ACCEPT PAYMENT FROM THE DENTAL PRACTICE, AND THOSE FUNDS WILL THEN BE SENT DIRECTLY TO THE MORTGAGE SERVICER. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2017-04-01

Other Names

• Jason Phillip Brown