Russell Bernard Baldrick

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

• 10/2020 → 04/2021
  Deutsche Bank Securities Inc.
  New York, NY
• 08/2016 → 05/2020
  Ohio University College Of Business
  Athens, OH
• 08/2016 → 05/2020
  Ohio University
  Athens, OH
• 06/2020 → 09/2020
  Unemployed
  Cincinnati, OH
• 04/2021 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 04/2021 → Present
  Jpmorgan Securities Llc
  New York, NY
• 06/2019 → 08/2019
  Deutsche Bank
  New York, NY
• 03/2026 → Present
  Wheysted Brewing Llc
  Newark, DE

Other Businesses

Entity Name: Wheysted Brewing LLC Investment related: No Address: 131 Continental Drive, Suite 301, Newark, DE 19713-4323 Nature of the other business: Brewing Company Position/Title/Relationship: Owner/Partner Start Date: 03/11/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: A non-alcoholic brewing company for which I am an owner. The role is NOT similar to my firm role. I expect to spend approximately 5 hours per month, mostly on weekends, as my non-JPM-related partners handle the day-to-day operations. Entity Name: Grid Investment related: No Address: https://dateongrid.com/ Nature of the other business: Mobile Application Position/Title/Relationship: Owner/Partner Start Date: 06/30/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a company that was introduced to me by a friend who works as a bartender at a restaurant. This will be a seed investment where I have no role. The company is a social app that helps connect people that are interested in the same restaurants and events.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-16
• S63 Uniform Securities Agent State Law Examination
  2020-11-05

Other Names

• Russell Baldrick
• Russell Bernard Baldrick