Bryan Michael Dockter

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

• 10/2010 → 08/2023
  Fidelity Investments
  Tigard, OR
• 10/2023 → 01/2025
  Edward Jones
  St Louis, MO
• 01/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Portland, OR
• 01/2025 → Present
  J.P. Morgan Securities Llc
  Portland, OR
• 10/2018 → 01/2025
  Massachusetts Mutual Life Insurance Co
  St Louis, MO
• 07/2016 → Present
  Bryan Dockter
  Tualatin, OR

Previous Registrations

• 2023-10-20 → 2025-01-09
  Edward Jones
  Portland, OR
• 2018-07-13 → 2023-08-11
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2013-04-15 → 2018-07-13
  Strategic Advisers Llc
  Portland, OR
  Tualatin, OR

Other Businesses

the name of the other business; Bryan Dockter whether the business is investment-related; No the address of the other business; 11081 SW Patwin Ct, Tualatin OR 97062 the nature of the other business; Rental Properties your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 07/2016 the approximate number of hours/month you devote to the other business; 2 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Property manager/collect monthly rent/maintenance as needed

Exams

• S66 Uniform Combined State Law Examination
  2012-04-18
• S63 Uniform Securities Agent State Law Examination
  2011-04-19

Other Names

• Bryan Dockter
• Bryan Michael Dockter
• Bryan M Dockter