Brian Tait

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, N.A.
  Skokie, IL
• 10/2012 → Present
  J.P. Morgan Securities Llc
  Skokie, IL
• 09/2013 → Present
  Kress & Mackay Llc
  Libertyville, IL

Other Businesses

Entity Name: Liberty Lake LLC Investment related: No Address: 835 Liberty Drive, Libertyville IL. 60048 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/27/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Group ownership of a property ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: KRESS & MACKAY, LLC. POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 9/20/2013 ADDRESS: 1024 LIBERTYVILLE, IL (LLC ADDRESS) DETAILS: LLC ADDRESS: 1024 LIBERTYVILLE, IL. RENTAL ADDRESSES: 1547 PROSPECT HEIGHTS, IL., 1256 PROSPECT HEIGHTS, IL., 1024 LIBERTYVILLE, IL HOURS DEDICATED (per month unless otherwise indicated): 1 HR HOURS DURING TRADING: 0 INVESTMENT RELATED: YES

Exams

• S66 Uniform Combined State Law Examination
  2016-10-25
• S63 Uniform Securities Agent State Law Examination
  2012-05-22

Other Names

• Brian K Tait
• Brian Kress Tait