Jonathan Bradford Scott Sandlund

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

• 06/2021 → 11/2021
  Ubs Financial Services Inc
  Charlotte, NC
• 06/2018 → 08/2018
  Jigsaw Medical Llc
  Sugar Grove, IL
• 11/2021 → 11/2022
  Bank Of America, N.A.
  Rolling Meadows, IL
• 12/2022 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 12/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 12/2012 → 05/2018
  Unemployed
  Saint Charles, IL
• 09/2018 → 05/2021
  Unemployed
  Saint Charles, IL

Previous Registrations

• 2022-03-11 → 2022-12-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 2021-09-27 → 2021-11-22
  Ubs Financial Services Inc.
  Weehawken, NJ
  Charlotte, NC
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2021-09-27

Other Names

• J.B. Bradford Scott Sandlund