Joshua H. Brunner
Professional summary
Joshua Henry Brunner, CFA, who also goes by Josh H Brunner, is a registered financial advisor currently at J.P. MORGAN INVESTMENT MANAGEMENT INC. located in Columbus, Ohio.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Joshua has worked at 3 firms and has passed the Series 65, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Henry Brunner's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 15, 2020 - Present
J.P. MORGAN INVESTMENT MANAGEMENT INC.
Office #1: 1111 Polaris Pkwy, Floor 2b, Columbus, OH 43240March 7, 2000 - October 11, 2001
BANC ONE SECURITIES CORPORATION
April 22, 1997 - February 2, 2000
INVESCO DISTRIBUTORS, INC.
Primary Firm SEC Registration
J.P. MORGAN INVESTMENT MANAGEMENT INC.
CRD#: 107038 / SEC#: 801-21011
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/15/2020)
Exams
Current Firm
J.P. MORGAN INVESTMENT MANAGEMENT INC.
CRD#: 107038 / SEC#: 801-21011
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 114,499 |
| AUM (Assets Under Management) | $ 2,985,273,722,862 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2024 | ||
| 01/25/2024 | ||
| 01/27/2023 |
Red Flags
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