Bradley Merrill Holman

CRD 5249229 · J.P. Morgan Securities LLC · Northville, MI

IA RegisteredBroker

Also appears in the source record as: Brad Merrill Holman; Brad Holman; Bradley M Holman; Bradley Holman

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (24): Arizona · Arkansas · California · Colorado · Florida · Hawaii · Illinois · Iowa · Kentucky · Louisiana · Massachusetts · Michigan · Minnesota · New Jersey · New Mexico · New York · North Carolina · Ohio · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin
Years in the industry (source record): 17
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

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 (11)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Northville, MI · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Northville, MI · BC capacity

start not retrieved → present
Morgan Stanley
Muskegon, MI · IA capacity

Jun 22, 2017 → Aug 14, 2023
Morgan Stanley
Muskegon, MI · BC capacity

Jun 22, 2017 → Aug 14, 2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Troy, MI · IA capacity

Apr 10, 2014 → Jun 2, 2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Troy, MI · BC capacity

Apr 9, 2014 → Jun 2, 2017
Pnc Investments
Ann Arbor, MI · IA capacity

Nov 13, 2009 → Aug 14, 2012
Pnc Investments
Ann Arbor, MI · BC capacity

Nov 13, 2009 → Aug 14, 2012
Natcity Investments, Inc.
Ann Arbor, MI · IA capacity

Aug 6, 2008 → Nov 13, 2009
Natcity Investments, Inc.
Ann Arbor, MI · BC capacity

Aug 6, 2008 → Nov 13, 2009
Axa Advisors, LLC
Troy, MI · BC capacity

Feb 13, 2007 → May 13, 2008

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.

SEC IAPD record for CRD 5249229 ↗ FINRA BrokerCheck record for CRD 5249229 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.