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Briara Dunkley Lindsey

J.P. Morgan Securities LLC

Hialeah, FL

Miami, FL

CRD 7744344

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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:

Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-04-11
NJ RA APPROVED 2024-04-11
TX RA APPROVED 2024-04-10
  • FL RA
    APPROVED
    Since 2024-04-11
  • NJ RA
    APPROVED
    Since 2024-04-11
  • TX RA
    APPROVED
    Since 2024-04-10

Branch Locations

Hialeah, FL • United States

1450 Brickell Avenue 15Th Floor, Miami, FL 33131 • 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
First Republic Investment Management, Inc Boca Raton FL 01/2023 Present
First Republic Securities Company, Llc Boca Raton FL 05/2023 10/2023
Piggly Wiggly Tallahassee FL 10/2019 10/2020
Aldi Miami FL 10/2020 10/2021
Amazon Miami FL 11/2021 05/2022
Cvs Health Tallahassee FL 06/2022 12/2022
Unemployed Miami FL 01/2012 10/2019
J.P. Morgan Securities Llc Boca Raton FL 09/2023 Present
Jp Morgan Chase Bank, N.A. Boca Raton FL 10/2023 Present
  • 01/2023 → Present
    First Republic Investment Management, Inc
    Boca Raton, FL
  • 05/2023 → 10/2023
    First Republic Securities Company, Llc
    Boca Raton, FL
  • 10/2019 → 10/2020
    Piggly Wiggly
    Tallahassee, FL
  • 10/2020 → 10/2021
    Aldi
    Miami, FL
  • 11/2021 → 05/2022
    Amazon
    Miami, FL
  • 06/2022 → 12/2022
    Cvs Health
    Tallahassee, FL
  • 01/2012 → 10/2019
    Unemployed
    Miami, FL
  • 09/2023 → Present
    J.P. Morgan Securities Llc
    Boca Raton, FL
  • 10/2023 → Present
    Jp Morgan Chase Bank, N.A.
    Boca Raton, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-01
  • S66 Uniform Combined State Law Examination
    2024-04-01
Other Names
  • Briara Dunkley Lindsey

View on SEC IAPD

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