Bryce J. Caldwell

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

• 07/2023 → Present
  Jpmorgan Chase Bank, Na
  Cleveland, OH
• 07/2023 → Present
  Jpmorgan Securities Llc
  Cleveland, OH
• 06/2022 → 08/2022
  W. W. Grainger
  Lake Forest, IL
• 04/2021 → 06/2021
  Notre Dame Preparatory
  Pontiac, MI
• 04/2018 → 08/2019
  112 Pizzeria Bistro
  Rochester Hills, MI
• 08/2019 → 12/2022
  Loyola University Chicago
  Chicago, IL
• 07/2013 → 03/2018
  Unemployed
  Lake Orion, MI
• 01/2023 → 06/2023
  Unemployed
  Lake Orion, MI
• 12/2020 → 04/2021
  Tenutas Food Lane
  Waterford, MI

Exams

• S66 Uniform Combined State Law Examination
  2023-10-02

Other Names

• Bryce James Caldwell