Brendan Michael O'LEary

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

• 07/2022 → 12/2024
  Goldman Sachs
  Cohoes, NY
• 08/2020 → 05/2021
  Binghamton University
  Binghamton, NY
• 03/2021 → 08/2021
  Doordash
  Washingtonville, NY
• 06/2020 → 08/2020
  Atrium Staffing
  Harriman, NY
• 08/2019 → 05/2020
  Orange County Community College
  Middletown, NY
• 05/2019 → 08/2019
  Gymratz Performance
  Florida, NY
• 01/2019 → 05/2022
  Suny Oneonta
  Oneonta, NY
• 09/2018 → 12/2018
  Unemployed
  Washingtonville, NY
• 08/2018 → 08/2018
  Brian Sondey Basketball Camps
  New Rochelle, NY
• 06/2015 → 06/2017
  Washingtonville Wizards Basketball Camp
  Washingtonville, NY
• 09/2014 → 06/2018
  Washingtonville High School
  Washingtonville, NY
• 06/2020 → 06/2020
  Fedex
  Corapolis, PA
• 07/2018 → 07/2018
  Unemployed
  Washingtonville, NY
• 06/2022 → 06/2022
  Unemployed
  Washingtonville, NY
• 04/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 04/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 12/2024 → 04/2025
  Goldman Sachs
  New York, NY

Previous Registrations

• 2022-09-28 → 2025-05-14
  Goldman Sachs Wealth Services, L.P.
  Cohoes, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-09-16

Other Names

• Brendan Oleary
• Brendan Michael Oleary