Kelly Case Brait

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

• 09/2015 → 05/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
• 01/2016 → 05/2018
  Bank Of America, N.A.
  Northbrook, IL
• 06/2018 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 06/2018 → Present
  Jpmorgan Securities, Llc.
  Chicago, IL
• 09/2020 → 09/2025
  All Grass Farms Llc
  Dundee Township, IL

Previous Registrations

• 2015-12-10 → 2018-06-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
  Winnetka, IL
  Chicago, IL
  Winnetka, IL

Other Businesses

Effective 6/15/2018 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
  2015-12-09

Designations

• Certified Financial Planner

Other Names

• Kelly C Brait