Brad Terry

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

• 08/2025 → Present
  J.P. Morgan Securities Llc
  Frankfort, IL
• 08/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Frankfort, IL
• 11/2022 → 08/2025
  Bank Of America
  Matteson, IL
• 08/2022 → 11/2022
  Prudential Insurance
  Valparaiso, IN
• 07/2022 → 07/2022
  Unemployed
  Lowell, IN
• 11/2018 → 06/2022
  Jpmorgan Chase Bank, N.A.
  Valparasio, IN
• 11/2018 → 06/2022
  J.P. Morgan Securities Llc
  Valparasio, IN
• 09/2018 → 10/2018
  Unemployed
  Lowell, IN
• 04/2018 → 08/2018
  Chubb
  Lowell, IN
• 08/2015 → 03/2018
  Unemployed
  Lowell, IN

Previous Registrations

• 2023-05-11 → 2025-09-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Calumet City, IL
  Matteson, IL
  Matteson, IL
  New York, NY
  New Lenox, IL
  Calumet City, IL

Exams

• S66 Uniform Combined State Law Examination
  2023-05-09
• S63 Uniform Securities Agent State Law Examination
  2019-02-22

Other Names

• Bradley P Terry
• Bradley Terry
• Brad Terry
• Brad P Terry
• Bradley Phillip Terry
• Brad Philip Terry
• Bradley Philip Terry