Barrett E Renner

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

• 10/2019 → 09/2021
  Fidelity Brokerage Services Llc
  Westlake, TX
• 05/2018 → 07/2018
  Vera Bank
  Henderson, TX
• 07/2018 → 05/2019
  Southern Arkansas University
  Magnolia, AR
• 08/2014 → 08/2019
  Southern Arkansas University
  Magnolia, AR
• 06/2019 → 09/2019
  Unemployed
  Dalls, TX
• 10/2021 → Present
  J.P. Morgan Securities Llc
  Richardson, TX
• 10/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Richardson, TX
• 02/2020 → 09/2021
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 10/2019 → 09/2021
  Fidelity Investments
  Westlake, TX

Previous Registrations

• 2020-02-07 → 2021-10-04
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Other Businesses

Entity Name: Tiffany Renner & Co LLC Investment related: No Address: 1060 W Pipeline Rd, Ste 110 Hurst TX 76053 Nature of the other business: Insurance Position/Title/Relationship: Owner/Partner Start Date: 08/18/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My wife and I are seeking approval to establish a property and casualty insurance LLC. This business will not offer life insurance or any products that could be sold through JPMorgan. My involvement will be limited to a passive investor. I have no role in sales, client interactions, or operational activities.

Exams

• S66 Uniform Combined State Law Examination
  2020-01-31

Other Names

• Barrett E Renner
• Barrett Renner