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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

Bryan Michael Dockter

Advisor at J.P. MORGAN SECURITIES LLC

Portland, OR

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Search this name across graphsid dfx:ria:45c3cdef-4fbb-2e08-d8ea-2bf333480098

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Apr 15, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J.P. MORGAN SECURITIES LLC
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Apr 19, 2011
First registration: Apr 15, 2013
Dual registered: yes, broker-dealer
Other names: BRYAN DOCKTER|BRYAN MICHAEL DOCKTER|Bryan M Dockter
IAPD individual key: 5873909

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J.P. MORGAN SECURITIES LLC	Wirehouse	Feb 13, 2025	n/a	yes	Portland, OR	Current employment
EDWARD JONES	National bd RIA	Oct 20, 2023	Jan 9, 2025	no	PORTLAND, OR	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Aug 11, 2023	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Apr 15, 2013	Jul 13, 2018	no	PORTLAND, OR\|TUALATIN, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDWARD JONES	J.P. MORGAN SECURITIES LLC	Jan 9, 2025	Feb 13, 2025	35	Firm change	Ibd to wirehouse
FIDELITY PERSONAL AND WORKPLACE ADVISORS	EDWARD JONES	Aug 11, 2023	Oct 20, 2023	70	Firm change	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (4)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Feb 13, 2025 to presentfactForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Oct 20, 2023 to Jan 9, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Aug 11, 2023factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Apr 15, 2013 to Jul 13, 2018factForm ADV

Dated events

Occurred
Jan 9, 2025
Advisor changed firm
Bryan Michael Dockter left Edward Jones for J.P. Morgan Securities Llc (registered 2025-02-13)
Form ADVobserved 5 days ago
Occurred
Aug 11, 2023
Advisor changed firm
Bryan Michael Dockter left Fidelity Personal And Workplace Advisors for Edward Jones (registered 2023-10-20)
Form ADVobserved 5 days ago