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Raymond Mackenzie Bree

J.P. Morgan Securities LLC

Newark, DE

Wilmington, DE

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2022-02-16
  • DE RA
    APPROVED
    Since 2022-02-16

Branch Locations

500 Stanton Christiana Rd, Newark, DE 19713 • United States

Wilmington, DE • 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
Minnesota Life St. Paul MN 06/2014 06/2020
Securian Financial Services Inc. St. Paul MN 06/2014 06/2020
Diamond State Finaicial Group Newark DE 11/2014 11/2020
Fidelity Investments Greenville DE 06/2021 08/2021
J.P. Morgan Securities Ll Newark DE 08/2021 Present
Jpmorgan Chase Bank, N.A. Newark DE 08/2021 Present
Unemployed Newark DE 12/2020 05/2021
  • 06/2014 → 06/2020
    Minnesota Life
    St. Paul, MN
  • 06/2014 → 06/2020
    Securian Financial Services Inc.
    St. Paul, MN
  • 11/2014 → 11/2020
    Diamond State Finaicial Group
    Newark, DE
  • 06/2021 → 08/2021
    Fidelity Investments
    Greenville, DE
  • 08/2021 → Present
    J.P. Morgan Securities Ll
    Newark, DE
  • 08/2021 → Present
    Jpmorgan Chase Bank, N.A.
    Newark, DE
  • 12/2020 → 05/2021
    Unemployed
    Newark, DE
Previous Registrations
  • 2014-11-12 → 2020-06-12
    Securian Financial Services, Inc.
    Newark, DE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-05
  • S66 Uniform Combined State Law Examination
    2014-09-05
Other Names
  • Mac Bree

View on SEC IAPD

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CHARLES CARPENTER WHITE
Zachary Thomas Simendinger
Preston James Knotts

Other Offices

CETERA INVESTMENT ADVISERS LLC · NEWARK, DE
JPL ASSET MANAGEMENT AND PLANNING, LLC · NEWARK, DE
NJM VENCAP LLC · NEWARK, DE
RIVER FAMILY ADVISORS LLC · Newark, DE
EAGLE STRATEGIES LLC · NEWARK, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Newark, DE
MML INVESTORS SERVICES, LLC · NEWARK, DE
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · Newark, DE

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