Brandon Samuel Short

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

• 05/2022 → Present
  Jpmorgan Chase Bank Na
  Denver, CO
• 05/2022 → Present
  Jpmorgan Securities Llc
  Denver, CO
• 07/2020 → 05/2022
  Bok Financial
  Denver, CO
• 06/2019 → 08/2019
  Verizon Communications Inc
  Lake Mary, FL
• 06/2018 → 08/2018
  Verizon Communications Inc
  Basking Ridge, NJ
• 10/2017 → 12/2017
  Lululemon
  Tulsa, OK
• 06/2016 → 08/2016
  Prestonwood Hills Country Club
  Plano, TX
• 08/2016 → 05/2020
  University Of Tulsa
  Tulsa, OK
• 07/2016 → 08/2016
  Clubcorp
  Plano, TX
• 08/2012 → 06/2016
  Heritage High School
  Frisco, TX
• 06/2020 → 06/2020
  Unemployed
  Frisco, TX

Exams

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