Tawanna Browne Smith

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

• 03/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Baltimore, MD
• 03/2022 → Present
  J.P. Morgan Securities Llc
  Baltimore, MD
• 06/2008 → 03/2022
  Mgtt Media/Mom's Guide To Travel
  Pasadena, MD
• 06/2008 → Present
  Mom's Guide To Travel
  Pasadena, MD

Other Businesses

Entity Name: Mom's Guide To Travel Investment related: No Address: Private Residence Nature of the other business: Travel Planning Position/Title/Relationship: Owner/Partner Start Date: 06/10/2008 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Mom's Guide To Travel is my website where I am the owner/proprietor. It is non-investment related and focuses on travel planning, online marketing, and creating digital content.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-25
• S63 Uniform Securities Agent State Law Examination
  1996-12-02

Other Names

• Tawanna Smith
• Tawanna Charisse Browne
• Tawanna Charisse Browne Smith