Brad S. Thompson

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

• 04/2018 → 07/2022
  Edward Jones
  St Louis, MO
• 12/2017 → 03/2018
  Unemployed
  San Clemente, CA
• 09/2013 → 11/2017
  Konared Corp
  San Clemente, CA
• 07/2022 → Present
  J.P. Morgan Securities Llc
  San Clemente, CA
• 07/2022 → Present
  Jpmorgan Chase Bank, N.A.
  San Clemente, CA
• 08/2024 → Present
  Neptunium
  San Clemente, CA

Previous Registrations

• 2018-06-01 → 2022-07-18
  Edward Jones
  San Clemente, CA
  St Louis, MO
  San Clemente, CA
  San Clemente, CA

Other Businesses

Entity Name: Neptunium Investment related: No Address: san clemente, ca 92672 Nature of the other business: Creative Works Position/Title/Relationship: Owner/Partner Start Date: 08/30/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: i'd like to publish and pursue creative works in photography and writing with ecomm sales online. I'll need an entity setup for tax and liability.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-31

Other Names

• Brad S Thompson
• Brad Stewa Thompson
• Brad Stewart Thompson