Brandon Dean

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

• 05/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Zionsville, IN
• 05/2026 → Present
  J.P. Morgan Securities Llc
  Zionsville, IN
• 01/2025 → 12/2025
  Simple Shipping Solutions Llc
  Farmington, UT
• 11/2017 → 05/2026
  Bank Of America/Merrill Lynch
  Indianapolis, IN
• 06/2014 → 07/2018
  Home City Ice
  Indianapolis, IN

Previous Registrations

• 2019-09-05 → 2026-05-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Carmel, IN
  Indianapolis, IN
  Indianapolis, IN
  Minnetonka, MN
  New York, NY
  Indianapolis, IN
  Draper, UT
  Salt Lake City, UT
  West Jordan, UT
  Draper, UT
  West Jordan, UT
  Salt Lake City, UT
  Centerville, UT
  Centerville, UT

Exams

• S66 Uniform Combined State Law Examination
  2019-09-03

Other Names

• Brandon Montie Dean
• Brandon Dean