Brandon Kuban

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

• 03/2014 → 12/2016
  Huntington National Bank
  Boardman, OH
• 01/2023 → 01/2026
  Bank Of America/Merrill Lynch, Pierce, Fenner & Smith Inc
  Longboat Key, FL
• 01/2017 → 10/2018
  Suntrust Bank
  Holiday, FL
• 10/2018 → 07/2019
  Specialty Foam And Corrugated
  Parrish, FL
• 07/2019 → 01/2021
  Fifth Third Bank
  Bradenton, FL
• 12/2022 → 03/2023
  Outback Steakhouse
  Bradenton, FL
• 01/2021 → 01/2022
  Dr Horton/Dhi Mortgage
  Tampa, FL
• 03/2022 → 04/2022
  Main Street Trattoria
  Lakewood Ranch, FL
• 03/2023 → 03/2023
  Texas Roadhouse
  Bradenton, FL
• 01/2022 → 09/2022
  Cross Country Mortgage
  Parrish, FL
• 09/2022 → 09/2022
  Pmaa Inc/Yellow Jasmine Llc
  Parrish, FL
• 11/2018 → 11/2025
  Uber
  Parrish, FL
• 11/2018 → 11/2025
  Lyft
  Parrish, FL
• 12/2022 → 03/2023
  Carrabbas Italian Grill
  Sarasota, FL
• 01/2026 → Present
  J.P. Morgan Securities Llc
  Sarasota, FL
• 01/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Sarasota, FL
• 04/2022 → 11/2022
  Texas Roadhouse
  Bradenton, FL

Previous Registrations

• 2023-04-27 → 2026-01-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bradenton, FL
  Tampa, FL
  Bradenton, FL
  Longboat Key, FL
  New York, NY
  Bradenton, FL
  Tampa, FL
  Sun City Center, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-04-22
• S63 Uniform Securities Agent State Law Examination
  2016-10-18

Other Names

• Brandon Michael Kuban