Brendan M. White

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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Carlsbad, CA
• 10/2012 → Present
  Jpmorgan Chase Bank, Na
  Carlsbad, CA

Previous Registrations

• 2010-08-11 → 2012-10-01
  Chase Investment Services Corp.
  Carlsbad, CA
  Solana Beach, CA
  Carlsbad, CA
  San Diego, CA
  Del Mar, CA
  Vista, CA
  Carlsbad, CA
  San Marcos, CA
  San Diego, CA
  Carlsbad, CA
  Carlsbad, CA
• 2009-05-26 → 2010-08-17
  Osaic Fa, Inc.
  La Jolla, CA

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 9/1/2020 ADDRESS: 43 LAS PICUDAS ESTE, BAJA CALIFORNIA, MEXICO DETAILS: Rental Property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2009-05-18

Designations

• Certified Financial Planner

Other Names

• Brendan Michael White