Jeffery S Brin
Also appears in the source record as: . .; Jeffery Stewart Brin
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (4)
- SIESeries 7Series 65Series 63
- Registered states (33)
- Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Missouri · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · South Dakota · Texas · Virginia · Washington · Wisconsin · Wyoming
- Years in the industry (source record)
- 33
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 2361946 contains one or more disclosure events as of Aug 20, 2026.
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Current firm
From the firm record
- Firm
- J.P. Morgan Securities LLC
- Firm CRD
- 79
- SEC number
- 801-3702
- Assets under management
- $429.7B as of Jun 30, 2026
- Website
- wealthpartners.jpmorgan.com ↗
- Phone
- 800-999-2000
- Firm location
- New York, NY, 10017
Employment history (10)
From the source registration record · current first
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start not retrieved → present
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start not retrieved → present
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Chase Investment Services Corp.Glenview, IL · IA capacityJul 6, 2005 → Oct 1, 2012
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Chase Investment Services Corp.Glenview, IL · BC capacityJul 6, 2005 → Oct 1, 2012
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Banc One Securities CorporationGlenview, IL · IA capacityJun 18, 2004 → Jul 6, 2005
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Banc One Securities CorporationChicago, IL · BC capacityJun 18, 2004 → Jul 6, 2005
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A. G. Edwards & Sons, Inc.Lake Forest, IL · IA capacityDec 21, 2000 → Jun 28, 2004
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A. G. Edwards & Sons, Inc.St. Louis, MO · BC capacitySep 20, 1996 → Jun 28, 2004
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Prudential Securities IncorporatedNew York, NY · BC capacityAug 24, 1993 → Sep 24, 1996
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Chatfield Dean & Co., Inc.Greenwood Village, CO · BC capacityJul 22, 1993 → Aug 23, 1993
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.