Gery Brownholtz

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:

Current Employers

J.P. Morgan Securities Llc

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2022-09-20
TX	RA	APPROVED	2022-09-20

CT RA
APPROVED

Since 2022-09-20
TX RA
APPROVED

Since 2022-09-20

Branch Locations

100 W Putnam Ave Floor 04, Greenwich, CT 06830 • 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

Organization	City	State	From	To
Dbrs, Inc.	New York	NY	08/2015	07/2017
Robert H. Smith School Of Business, University Of Maryland	College Park	MD	08/2017	05/2019
Unemployed	Washington	DC	06/2019	02/2020
Wyzant, Inc.	Washington	DC	05/2020	Present
Equitable Advisors, Llc	New York	NY	01/2021	07/2022
Jpmorgan Chase Bank, Na	Greenwich	CT	08/2022	Present
Jpmorgan Securities Llc	Greenwich	CT	08/2022	Present
Randstad	Atlanta	GA	05/2018	08/2018

08/2015 → 07/2017

Dbrs, Inc.

New York, NY
08/2017 → 05/2019

Robert H. Smith School Of Business, University Of Maryland

College Park, MD
06/2019 → 02/2020

Unemployed

Washington, DC
05/2020 → Present

Wyzant, Inc.

Washington, DC
01/2021 → 07/2022

Equitable Advisors, Llc

New York, NY
08/2022 → Present

Jpmorgan Chase Bank, Na

Greenwich, CT
08/2022 → Present

Jpmorgan Securities Llc

Greenwich, CT
05/2018 → 08/2018

Randstad

Atlanta, GA

Previous Registrations

2021-07-22 → 2022-08-03

Equitable Advisors, Llc

Falls Church, VA

Other Businesses

Entity Name: Wyzant, Inc. Investment related: No Address: www.wyzant.com Nature of the other business: Tutoring Position/Title/Relationship: Employee/Contractor Start Date: 05/01/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: In the past, have offered independent tutor services through the Wyzant, Inc. digital platform. Non investment related. Not currently active, but may be in the future.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-23

S66 Uniform Combined State Law Examination

2021-06-23

View on SEC IAPD