Bryan Benjamin Donald Beloff

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

• 06/2011 → Present
  Jpmorgan Chase Bank
  Oviedo, FL
• 10/2012 → Present
  J.P. Morgan Securities Llc
  Windermere, FL
• 01/2018 → Present
  Jpmorgan Chase Bank, N.A.
  Windermere, FL
• 03/2021 → 08/2025
  Ntr Florida, Llc
  Orlando, FL
• 03/2024 → 08/2025
  7629 Aloma, Llc
  Altamonte Springs, FL
• 03/2024 → Present
  7629 Aloma, Llc
  Altamonte Springs, FL

Other Businesses

Entity Name: 7629 ALOMA, LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/06/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2017-08-17

Other Names

• Bryan Beloff