Martin William Francis Brennen

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

• 02/2008 → 06/2022
  Fidelity Investments
  Covington, KY
• 07/2018 → 06/2022
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 01/2008 → 06/2022
  Fidelity Brokerage Services Llc
  Boston, MA
• 10/2010 → 07/2018
  Strategic Advisers Llc
  Amelia, OH
• 07/2022 → Present
  J.P. Morgan Securities Llc
  Cincinnati, OH
• 07/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Cincinnati, OH
• 10/2010 → 07/2018
  Strategic Advisors
  Amelia, OH
• 11/2021 → 11/2021
  Instacart
  Amelia, OH

Previous Registrations

• 2018-07-13 → 2022-06-24
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2010-10-14 → 2018-07-13
  Strategic Advisers Llc
  Covington, KY

Exams

• S66 Uniform Combined State Law Examination
  2010-11-12
• S63 Uniform Securities Agent State Law Examination
  2007-11-02

Other Names

• Martin Brennen
• Martin Brennen
• Matin W Brennen
• Martin W Brennen