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Brendan Wilmot Wells

J.P. Morgan Securities LLC

Irvine, CA

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-02-01
TX RA APPROVED 2024-02-01
  • CA RA
    APPROVED
    Since 2024-02-01
  • TX RA
    APPROVED
    Since 2024-02-01

Branch Locations

3 Park Plz Suite 700, Irvine, CA 92614 • 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
Jpmorgan Chase Bank, N.A. Irvine CA 07/2019 Present
Jpmorgan Securities, Llc. Irvine CA 07/2019 Present
Jp Morgan Chase Irvine CA 05/2018 08/2018
Olympus Wealth Management Cottonwood Heights UT 09/2017 04/2018
Investment Planning Solutions Fairfax VA 07/2017 08/2017
Graydon Manor Llc Leesburg VA 06/2017 09/2017
Northwestern Mutual Provo UT 08/2016 06/2017
Brigham Young University Provo UT 09/2018 04/2019
Unemployed Purcellville VA 05/2019 06/2019
  • 07/2019 → Present
    Jpmorgan Chase Bank, N.A.
    Irvine, CA
  • 07/2019 → Present
    Jpmorgan Securities, Llc.
    Irvine, CA
  • 05/2018 → 08/2018
    Jp Morgan Chase
    Irvine, CA
  • 09/2017 → 04/2018
    Olympus Wealth Management
    Cottonwood Heights, UT
  • 07/2017 → 08/2017
    Investment Planning Solutions
    Fairfax, VA
  • 06/2017 → 09/2017
    Graydon Manor Llc
    Leesburg, VA
  • 08/2016 → 06/2017
    Northwestern Mutual
    Provo, UT
  • 09/2018 → 04/2019
    Brigham Young University
    Provo, UT
  • 05/2019 → 06/2019
    Unemployed
    Purcellville, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-29
S63 Uniform Securities Agent State Law Examination 2019-09-14
  • S65 Uniform Investment Adviser Law Examination
    2024-01-29
  • S63 Uniform Securities Agent State Law Examination
    2019-09-14

View on SEC IAPD

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