Jodi Lynn Barna

CRD 2609838 · J.P. Morgan Securities LLC · New York, NY

BrokerRegistration inactive

Also appears in the source record as: Judi Barnalynn; Jodi Lynn Bell

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Inactive
Exams passed (5): SIESeries 7Series 24Series 65Series 63
Registered states: Not yet retrieved from the source record
Years in the industry (source record): 23
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2609838 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

J.P. Morgan Securities LLCCurrent
New York, NY · BC capacity

start not retrieved → present
J.P. Morgan Securities LLC
Tampa, FL · IA capacity

Nov 15, 2021 → Dec 31, 2021
Bruderman Asset Management, LLC
Locust Valley, NY · IA capacity

Jan 10, 2019 → Jul 22, 2021
Bruderman Brothers LLC
Saddle Brook, NJ · BC capacity

Jan 7, 2019 → Jul 22, 2021
Beech Hill Advisors, Inc
New York, NY · IA capacity

Feb 18, 2011 → Jan 4, 2019
Beech Hill Securities, Inc.
New York, NY · BC capacity

Nov 12, 2010 → Jan 2, 2019
Wells Fargo Advisors, LLC
White Plains, NY · BC capacity

Feb 20, 2006 → Nov 17, 2010
Wells Fargo Advisors, LLC
White Plains, NY · IA capacity

Feb 9, 2006 → Nov 17, 2010
Royal Alliance Associates, Inc.
Scottsdale, AZ · BC capacity

Mar 14, 2002 → Jun 12, 2002
Salomon Smith Barney Inc.
New York, NY · BC capacity

Jun 4, 1997 → Mar 30, 2000

Source & corrections

Where this page comes from

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