Jeffrey Braley

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

• 08/2026 → Present
  J.P. Morgan Securities Llc
  Foley, AL
• 08/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Foley, AL
• 12/2023 → 08/2026
  Pnc
  Pensacola, FL
• 03/2018 → 12/2023
  Wells Fargo
  Fairhope, AL
• 06/2015 → 03/2018
  Victra Verizon
  Orange Beach, AL

Previous Registrations

• 2023-12-06 → 2026-08-14
  Pnc Wealth Management Llc
  Crestview, FL
  Gulf Breeze, FL
  Pensacola, FL
  Pensacola, FL
• 2019-07-18 → 2023-12-15
  Wells Fargo Clearing Services, Llc
  Gulf Shores, AL
  Birmingham, AL
  Fairhope, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-18
• S63 Uniform Securities Agent State Law Examination
  2019-05-10

Other Names

• Jeff Braley
• Jeffrey Braley
• Jeffrey Albert Braley
• Jeffrey A Braley