Whitney Braun

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

• 08/2024 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 08/2024 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2023 → 08/2024
  Jordan Park Group
  New York, NY
• 06/2022 → 08/2022
  Jordan Park Group
  San Diego, CA
• 06/2021 → 05/2022
  Premier Plan Consultants
  San Diego, CA
• 09/2019 → 08/2021
  Starbucks Corporation
  San Diego, CA
• 05/2019 → 08/2019
  The Law Offices Of Joshua Moody
  Apple Valley, CA
• 05/2018 → 08/2018
  Medical Practice Of Dr Charmaine E Earle, Md
  Victorville, CA
• 09/2019 → 05/2023
  University Of San Diego
  San Diego, CA
• 08/2014 → 04/2018
  Unemployed
  Apple Valley, CA
• 09/2018 → 04/2019
  Unemployed
  Apple Valley, CA
• 06/2023 → 06/2023
  Unemployed
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-12-22