Brian L. Williams

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

• 01/2026 → Present
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
• 01/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Palm Beach Gardens, FL
• 04/2018 → 01/2026
  Bank Of America Merrill Lynch
  Orlando, FL
• 12/2015 → 03/2018
  Edwards Jones
  St. Louis, MO

Previous Registrations

• 2018-04-09 → 2026-01-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm City, FL
  North Palm Beach, FL
  Orlando, FL
  Jensen Beach, FL
  Jensen Beach, FL
  Stuart, FL
  Stuart, FL
  Stuart, FL
  Palm City, FL
• 2016-02-29 → 2018-03-20
  Edward Jones
  Windermere, FL
  St Louis, MO
  Orlando, FL
  Tempe, AZ
  Orange City, FL
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2016-02-10

Other Names

• Brian L Williams
• Brian Louis Williams
• Brian Williams