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Brandee Karmin Taylor

J.P. Morgan Securities LLC

Stevensville, MI

Mishawaka, IN

CRD 5802176

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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
CO RA APPROVED 2025-11-25
MI RA APPROVED 2018-03-02
TX RA APPROVED 2018-02-22
IN RA APPROVED 2017-10-10
  • CO RA
    APPROVED
    Since 2025-11-25
  • MI RA
    APPROVED
    Since 2018-03-02
  • TX RA
    APPROVED
    Since 2018-02-22
  • IN RA
    APPROVED
    Since 2017-10-10

Branch Locations

5689 St. Joseph Road, Stevensville, MI 49085 • United States

5315 N. Main St, Mishawaka, IN 46545 • 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
Jpmorgan Chase Bank, N.A. Mishawaka IN 06/2010 Present
J.P. Morgan Securities Llc Mishawaka IN 10/2012 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-04
S63 Uniform Securities Agent State Law Examination 2010-07-20
  • S66 Uniform Combined State Law Examination
    2017-10-04
  • S63 Uniform Securities Agent State Law Examination
    2010-07-20
Other Names
  • Brandee Karmin Huff
  • Brandee Karmin Mccormick
  • Brandee K Taylor

View on SEC IAPD

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