Brent Greeley

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

• 05/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Newark, DE
• 05/2021 → Present
  J.P. Morgan Securities Llc
  Newark, DE
• 09/2016 → 05/2020
  Tufts University
  Medford, MA
• 06/2020 → 06/2020
  Unemployed
  Medford, MA
• 07/2020 → 08/2020
  Unemployed
  Cohasset, MA
• 09/2020 → 04/2021
  Unemployed
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-19
• S63 Uniform Securities Agent State Law Examination
  2021-08-13

Other Names

• Brent Greeley
• Brent Patrick Greeley