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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-11-14
TX RA APPROVED 2023-11-13
  • FL RA
    APPROVED
    Since 2023-11-14
  • TX RA
    APPROVED
    Since 2023-11-13

Branch Locations

2610 Nw 46Th Ter, Ocala, FL 34482 • United States

8111 Sw Hwy 200, Ocala, FL 34481 • 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
OrganizationCityStateFromTo
Raymond James Financial Services. Inc. Canton OH 11/2012 08/2017
Portfolio Vision Inc./Raymond James Canton OH 04/2014 08/2017
Mutual Of Omaha Investor Services, Inc. Lake Mary FL 10/2019 03/2020
Mutual Of Omaha Insurance Company Lake Mary FL 10/2019 02/2020
Our Family Financial Ocala FL 01/2018 10/2019
Our Family Financial Ocala FL 03/2020 12/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Ocala FL 12/2021 11/2023
Suleiman Legacy Villages FL 03/2021 11/2021
Bank Of America, N.A. Ocala FL 12/2021 11/2023
J.P. Morgan Securities Llc Ocala FL 11/2023 Present
Jpmorgan Chase Bank, N.A. Ocala FL 11/2023 Present
Unemployed Canton OH 09/2017 12/2017
  • 11/2012 → 08/2017
    Raymond James Financial Services. Inc.
    Canton, OH
  • 04/2014 → 08/2017
    Portfolio Vision Inc./Raymond James
    Canton, OH
  • 10/2019 → 03/2020
    Lake Mary, FL
  • 10/2019 → 02/2020
    Mutual Of Omaha Insurance Company
    Lake Mary, FL
  • 01/2018 → 10/2019
    Our Family Financial
    Ocala, FL
  • 03/2020 → 12/2021
    Our Family Financial
    Ocala, FL
  • 12/2021 → 11/2023
    Ocala, FL
  • 03/2021 → 11/2021
    Suleiman Legacy
    Villages, FL
  • 12/2021 → 11/2023
    Bank Of America, N.A.
    Ocala, FL
  • 11/2023 → Present
    Ocala, FL
  • 11/2023 → Present
    Jpmorgan Chase Bank, N.A.
    Ocala, FL
  • 09/2017 → 12/2017
    Unemployed
    Canton, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-12
  • S66 Uniform Combined State Law Examination
    2017-11-12
Designations
Other Names
  • Brandon David White
  • Brandon White
  • Brandon Davidwhite
  • Brandon D White

View on SEC IAPD

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