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Brooke Moran Avedisian

J.P. Morgan Securities LLC

New York, NY

CRD 7948561

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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
NY RA APPROVED 2024-09-05
TX RA APPROVED 2024-09-05
  • NY RA
    APPROVED
    Since 2024-09-05
  • TX RA
    APPROVED
    Since 2024-09-05

Branch Locations

270 Park Avenue Floors 24 And 25, New York, NY 10017 • 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 Na New York NY 07/2024 Present
Jpmorgan Securities Llc New York NY 07/2024 Present
Accenture Los Angeles CA 06/2023 08/2023
Constellation Brands Chicago IL 05/2022 08/2022
Waikiki Dive Center Honolulu HI 05/2021 06/2021
Yogasix Wilmette IL 12/2019 02/2020
University Of Southern California Los Angeles CA 08/2020 05/2024
Pacific Edge (Highgate Hotels) Laguna Beach CA 07/2019 08/2019
Unemployed Winnetka IL 07/2014 06/2019
Unemployed Los Angeles CA 09/2019 11/2019
Unemployed Los Angeles CA 03/2020 07/2020
Unemployed Winnetka IL 06/2024 06/2024
  • 07/2024 → Present
    Jpmorgan Chase Bank Na
    New York, NY
  • 07/2024 → Present
    Jpmorgan Securities Llc
    New York, NY
  • 06/2023 → 08/2023
    Accenture
    Los Angeles, CA
  • 05/2022 → 08/2022
    Constellation Brands
    Chicago, IL
  • 05/2021 → 06/2021
    Waikiki Dive Center
    Honolulu, HI
  • 12/2019 → 02/2020
    Yogasix
    Wilmette, IL
  • 08/2020 → 05/2024
    University Of Southern California
    Los Angeles, CA
  • 07/2019 → 08/2019
    Pacific Edge (Highgate Hotels)
    Laguna Beach, CA
  • 07/2014 → 06/2019
    Unemployed
    Winnetka, IL
  • 09/2019 → 11/2019
    Unemployed
    Los Angeles, CA
  • 03/2020 → 07/2020
    Unemployed
    Los Angeles, CA
  • 06/2024 → 06/2024
    Unemployed
    Winnetka, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-04
  • S66 Uniform Combined State Law Examination
    2024-09-04
Other Names
  • Brooke Moran Avedisian

View on SEC IAPD

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