Tammy Brooks Cisneros

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

• 05/2015 → 03/2017
  Stifel Nicolaus
  Cleveland, OH
• 06/2017 → 04/2018
  Oppenheimer
  Beachwood, OH
• 04/2018 → 07/2021
  Stifel Nicolaus & Co. Inc.
  Westlake, OH
• 07/2021 → 04/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
• 05/2022 → 01/2023
  Morgan Stanley Smith Barney Llc
  Miami, FL
• 01/2023 → 04/2023
  First Republic Securities Company, Llc
  Boca Raton, FL
• 01/2023 → 04/2023
  First Republic Investment Management, Inc.
  Boca Raton, FL
• 04/2023 → Present
  J.P. Morgan Securities Llc
  Miami, FL
• 04/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Miami, FL
• 04/2017 → 05/2017
  Unemployed
  Bay Village, OH

Previous Registrations

• 2023-01-06 → 2023-05-09
  J.P. Morgan Private Wealth Advisors Llc
  Boca Raton, FL
• 2022-05-13 → 2023-01-09
  Morgan Stanley
  Miami, FL
• 2021-11-11 → 2022-04-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Nashville, TN

Other Businesses

Effective 4/11/2023 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-05
• S63 Uniform Securities Agent State Law Examination
  2016-04-18

Other Names

• Tammy Stanley
• Tammy Brooks
• Tammy Brooks Cisneros
• Tammy Cisneros
• Tammy B Cisneros