Brandon Garrett
Financial advisor at J.P. Morgan Securities LLC · Lexington, KY
Last updated 2026-10-10
Claim your profileBrandon Garrett is a financial advisor at J.P. Morgan Securities LLC in Lexington, KY, CRD 5771072. Licenses and exams on the registration: Series 63, Series 66. First registered 2020-10-23.
Registration
- CRD number
- 5771072
- Registration status
- Active
- First registered
- 2020-10-23
- Years of experience
- 16
- States registered
- KY, TX
Licenses and exams
- Series 63
- Series 66
Work history
- 2010-03 to 2020-11 · Jp Morgan Chase Bank NA · Lexington, KY
- 2015-07 to 2020-11 · Jpmorgan Securities LLC · Lexington, KY
- 2020-11 to Present · Jpmorgan Chase Bank N.A · Lexington, KY
- 2020-11 to Present · J.P. Morgan Securities LLC · Lexington, KY
Current employment
- J.P. Morgan Securities LLC · New York, NY
J.P. Morgan Securities LLC
- Regulatory AUM
- $429,694,491,042
- Registered advisors
- 14,334
- Offices
- 5,886
- Clients per advisor
- 87.0 (Moderate)
- Average AUM per client
- $344.7K (Low)
- High-net-worth client ratio
- 28.6% (Moderate)
J.P. Morgan Securities LLC: advisors, services and reported ETF investments
What this firm offers
Filed by J.P. Morgan Securities LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Futures Commission Merchant
- Insurance Broker or Agent
- Registered Security-Based Swap Dealer
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Security-Based Swap Dealer
- Commodity Pool Operator or CTA
- Futures Commission Merchant
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
4192 Tates Creek Centre Rd, Lexington, KY 40517
3 advisors at this office.
Contact
The firm's filed contact details.
Official record
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