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Brett M. Heyder

J.P. Morgan Securities LLC

Lake Grove, NY

CRD 5575407

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-05-03
TX RA APPROVED_RES 2016-08-29
NJ RA APPROVED 2012-12-12
  • NY RA
    APPROVED
    Since 2021-05-03
  • TX RA
    APPROVED_RES
    Since 2016-08-29
  • NJ RA
    APPROVED
    Since 2012-12-12

Branch Locations

2001 Nesconset Highway, Lake Grove, NY 11755 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Baymen Soccer Club Holtzville NY 12/2014 12/2017
Rocky Point Youth Soccer Rocky Point NY 04/2017 12/2017
Rocky Point Youth Soccer Program Rocky Point NY 04/2019 08/2022
Jp Morgan Chase Bank Na Stony Brook NY 02/2015 12/2021
Jp Morgan Securities Llc Stony Brook NY 02/2015 12/2021
J.P. Morgan Securities Llc Lake Grove NY 12/2021 Present
Jpmorgan Chase Bank, N.A. Lake Grove NY 12/2021 Present
  • 12/2014 → 12/2017
    Baymen Soccer Club
    Holtzville, NY
  • 04/2017 → 12/2017
    Rocky Point Youth Soccer
    Rocky Point, NY
  • 04/2019 → 08/2022
    Rocky Point Youth Soccer Program
    Rocky Point, NY
  • 02/2015 → 12/2021
    Jp Morgan Chase Bank Na
    Stony Brook, NY
  • 02/2015 → 12/2021
    Jp Morgan Securities Llc
    Stony Brook, NY
  • 12/2021 → Present
    J.P. Morgan Securities Llc
    Lake Grove, NY
  • 12/2021 → Present
    Jpmorgan Chase Bank, N.A.
    Lake Grove, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-24
  • S66 Uniform Combined State Law Examination
    2012-03-24
Other Names
  • Brett Mitchel Heyder

View on SEC IAPD

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Nearby Investors

JAMES RYAN ROSELLE
Stephen Carey
Danielle M DeMarco

Nearby Offices

CHARLES SCHWAB & CO., INC. · Lake Grove, NY
STRATEGIC ADVISERS LLC · LAKE GROVE, NY
WELLS FARGO CLEARING SERVICES, LLC · LAKE GROVE, NY

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