Bryan Montes

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

• 07/2026 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 04/2024 → 06/2026
  Morgan Stanley
  Tampa, FL
• 05/2020 → 12/2024
  University Of South Florida
  Tampa, FL
• 10/2023 → 12/2023
  Florida Boys Moving Company
  Wesley Chapel, FL
• 04/2021 → 10/2023
  Muv America
  Tampa, FL
• 05/2021 → 08/2021
  Parkops Columbus Dba Citrin
  Brandon, FL
• 02/2021 → 02/2021
  Janie And Jack Llc
  Lutz, FL
• 04/2020 → 04/2020
  Unemployed
  Tampa, FL
• 04/2019 → 03/2020
  Adidas
  Sunrise, FL
• 02/2018 → 07/2019
  Tommy Hilfiger
  Sunrise, FL
• 02/2018 → 05/2019
  Subway
  Sunrise, FL
• 07/2016 → 01/2018
  Unemployed
  Lauderhill, FL

Previous Registrations

• 2025-06-02 → 2026-06-23
  Morgan Stanley
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-05-30