Brooke Katherine Reeb

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

• 04/2017 → Present
  Jpmorgan Chase Bank Na
  Fort Worth, TX
• 04/2017 → Present
  Jpmorgan Securities Llc
  Fort Worth, TX
• 04/2015 → 04/2017
  Crestline Investors, Inc.
  Fort Worth, TX

Other Businesses

Entity Name: Trinity River Distillery Investment related: No Address: 1734 E El Paso St #130, Fort Worth, TX 76102 Nature of the other business: Distillery Position/Title/Relationship: Owner/Partner Start Date: 06/15/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Distillery Entity Name: Texas Ballet Theater Investment related: No "Address: 1540 Mall Circle Fort Worth, TX 76116 Website: https://texasballettheater.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 07/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Serving on the Board of Governors. Responsibilities are not similar to JPMC role, and there is no connection to JPMC. The organization has accounts at JPMC that are not overseen or managed by me. Entity Name: Reeb Law PLLC Investment related: No "Address: Fort Worth, TX 76107" Nature of the other business: Law Practice Position/Title/Relationship: Employee/Contractor Start Date: 10/02/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: No connection to JPMC. This is a family law practice. My time commitment is very minimal. I am hoping to maximize retirement savings and participate in a profit-sharing plan as this was advised by our CPA.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-13
• S63 Uniform Securities Agent State Law Examination
  2017-07-07

Other Names

• Brooke Katherine New
• Brooke New