Brennan L. Mcdaniel

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

• 07/2021 → Present
  Jpmorgan Chase Bank Na
  Irvine, CA
• 07/2021 → Present
  Jpmorgan Securities Llc
  Irvine, CA
• 09/2018 → 05/2021
  The University Of Chicago
  Chicago, IL
• 09/2017 → 05/2021
  The University Of Chicago
  Chicago, IL
• 06/2017 → 08/2018
  Ptree Womens Clinic
  Atlanta, GA
• 06/2020 → 08/2020
  Voya Financial
  Atlanta, GA
• 07/2011 → 05/2017
  Unemployed
  Roswell, GA
• 06/2021 → 06/2021
  Unemployed
  Roswell, GA
• 06/2019 → 08/2019
  Ariel Investments
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2021-12-20

Other Names

• Brennan L Mcdaniel
• Brennan Lanier Mcdaniel