Justin Forman

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

• 09/2013 → 04/2024
  Marcus And Millichap Real Estate
  Irvine, CA
• 06/2024 → Present
  J.P. Morgan Securities Llc
  Newport Beach, CA
• 06/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Newport Beach, CA
• 04/2024 → 05/2024
  Unemployed
  Tustin, CA
• 03/2026 → Present
  Brand Dbr Properties Llc
  Glendale, CA

Other Businesses

Entity Name: Brand DBR Properties LLC Investment related: No Address: 1155 N. Central Ave., Suite 209, Glendale, CA 91202 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/04/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The company owns a real estate portfolio. Entity Name: Herman E. Barnes Inc. Investment related: No Address: 1155 N. Central Ave., Suite 209, Glendale, CA 91202 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/04/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The company owns a real estate portfolio. Entity Name: Barnes Living Trust Investment related: No Address: 1155 N. Central Ave., Suite 209, Glendale, CA 91202 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/04/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The company owns a real estate portfolio. Entity Name: AGBB LLC Investment related: No Address: 1155 N. Central Ave., Suite 209, Glendale, CA 91202 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/04/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The company owns a real estate portfolio. Entity Name: Lobar Properties Inc. Investment related: No Address: 1155 N. Central Ave. Suite 209, Glendale, CA 91202 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/04/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The company owns a real estate portfolio. Entity Name: Herman E. Barnes Inc. Investment related: No Address: 1155 N. Central Ave., Suite 209, Glendale, CA 91202 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/04/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The company owns a real estate portfolio.

Exams

• S66 Uniform Combined State Law Examination
  2024-03-12

Other Names

• Justin Forman Larsen
• Larsen Justin Forman
• Justin L Forman
• Justin L Formanlarsen
• Justin Forman
• Justin Louis Forman