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Overview

Services

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Funds

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
J.P. Morgan Securities LLC 3 years, 11 months Oct 2012 - Present
AKA 3 years, 10 months Feb 2011 - Dec 2014
Chase Investment Services Corp. 3 years, 5 months May 2009 - Oct 2012
Wm Financial Services, Inc. 17 years, 8 months Jan 1999 - Present
Are You
Denise Shelley Brady?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 5, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 19, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

J.P. Morgan Securities LLC

Last updated on July 6, 2016
    • $70.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 345K
      Accounts
    • $205.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Performance-Based Fees
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