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Brett Jones

J.P. Morgan Securities LLC

Irvine, CA

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-08-05
CA RA APPROVED 2026-08-04
  • TX RA
    APPROVED_RES
    Since 2026-08-05
  • CA RA
    APPROVED
    Since 2026-08-04

Branch Locations

3 Park Plz Suite 700, Irvine, CA 92614 • 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. Irvine CA 07/2026 Present
J.P. Morgan Securities Llc Irvine CA 07/2026 Present
Charles Schwab Mission Viejo CA 03/2021 06/2026
Charles Schwab Lexington KY 08/2019 03/2021
Charles Schwab Phoenix AZ 02/2019 08/2019
Charles Schwab Phoenix AZ 09/2017 02/2019
Bj'S Restaurant And Brewhouse Laguna Hills CA 05/2017 09/2017
Univeristy Of Southern California Los Angeles CA 08/2015 05/2017
  • 07/2026 → Present
    Jpmorgan Chase Bank, N.A.
    Irvine, CA
  • 07/2026 → Present
    J.P. Morgan Securities Llc
    Irvine, CA
  • 03/2021 → 06/2026
    Charles Schwab
    Mission Viejo, CA
  • 08/2019 → 03/2021
    Charles Schwab
    Lexington, KY
  • 02/2019 → 08/2019
    Charles Schwab
    Phoenix, AZ
  • 09/2017 → 02/2019
    Charles Schwab
    Phoenix, AZ
  • 05/2017 → 09/2017
    Bj'S Restaurant And Brewhouse
    Laguna Hills, CA
  • 08/2015 → 05/2017
    Univeristy Of Southern California
    Los Angeles, CA
Previous Registrations
  • 2018-03-05 → 2026-07-14
    Charles Schwab & Co., Inc.
    Phoenix, AZ
    Indianapolis, IN
    Louisville, KY
    Lexington, KY
    Mission Viejo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-05
  • S66 Uniform Combined State Law Examination
    2018-03-05
Other Names
  • Brett M Jones

View on SEC IAPD

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Other Investors

ANH THICAM NGUYEN
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Wade Allen Jones
Sylvia Yoonhee Ahn
Adam Jehad Salman
Charles Edward Gallagher
KAREN LOMAS
Arvind Mehta

Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA

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