Erick Bruno

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

• 06/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 06/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 09/2023 → 06/2025
  Jpmorgan Chase Bank, N.A.
  Zurich
• 12/2020 → 08/2023
  Credit Suisse Ag
  Zurich
• 10/2013 → 11/2020
  Ubs Switzerland
  Zurich

Other Businesses

Name: Tres Bandeiras Co-Living Not invesment related Adress: Praceta da Revolta 18 2655 Carvoeira, Portugal Nature of Business: Guest House in Portugal My position/title: owner. Not part of the management of the house. Start date of your relationship: 06.01.2019 Number of hours per month devote to the business: 1 hour per month Number of hours you devote during securities trading hours: none Duties: shareholder only

Exams

• S66 Uniform Combined State Law Examination
  2025-05-26