Olivia Brooks

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

• 09/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 09/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 07/2024 → 08/2025
  Northern Trust
  New York, NY
• 06/2023 → 07/2023
  Morgan Stanley
  Los Angeles, CA
• 06/2022 → 09/2022
  Alice & Olivia
  New York, NY
• 08/2021 → 11/2021
  Flighthouse
  Los Angeles, CA
• 09/2020 → 06/2024
  University Of Chicago
  Chicago, IL
• 09/2015 → 08/2020
  Unemployed
  Los Angeles, CA

Other Businesses

Effective 9/29/2025 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2026-03-24

Other Names

• Olivia A Brooks