Brett Ryan Bacon

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

• 07/2018 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 07/2018 → Present
  Jpmorgan Securities Llc
  Houston, TX
• 05/2017 → 08/2017
  Jpmorgan Chase
  Houston, TX
• 08/2017 → 06/2018
  Unemployed
  Nashville, TN
• 08/2016 → 05/2017
  Unemployed
  Nashville, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-01
• S63 Uniform Securities Agent State Law Examination
  2018-09-13

Other Names

• Brett Bacon