Bryan Michael Wallin

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:

Current Employers

J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-05-03
TX	RA	APPROVED_RES	2017-05-17

NY RA
APPROVED

Since 2021-05-03
TX RA
APPROVED_RES

Since 2017-05-17

Branch Locations

Saratoga Springs, NY • United States

277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jp Morgan Chase Bank	New York	NY	02/2006	Present
Jp Morgan Securities Inc.	New York	NY	03/2007	Present

02/2006 → Present

Jp Morgan Chase Bank

New York, NY
03/2007 → Present

Jp Morgan Securities Inc.

New York, NY

Other Businesses

Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2007-09-19

S63 Uniform Securities Agent State Law Examination

2007-09-19

Other Names

Bryan Wallin

View on SEC IAPD