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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

Brandon Berletti

Advisor at J.P. MORGAN SECURITIES LLC

New York, NY

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 22, 2018 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: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Nov 16, 2021
First registration: May 22, 2018
Dual registered: yes, broker-dealer
Other names: Brandon Joseph Berletti|Brandon Berletti|Brandon Berletti|BRANDON J BERLETTI
IAPD individual key: 6875485

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	May 6, 2025	n/a	yes	New York, NY	Current employment
COHEN & STEERS CAPITAL MANAGEMENT INC.	Asset manager	Aug 9, 2022	Apr 28, 2025	no	NEW YORK, NY	Previous registration
MORGAN STANLEY	Wirehouse	Nov 16, 2021	Aug 30, 2022	no	New York, NY	Previous registration
HSBC SECURITIES (USA) INC.	Bd affiliated wealth	May 22, 2018	May 30, 2019	no	NEW YORK, NY	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
COHEN & STEERS CAPITAL MANAGEMENT INC.	J.P. MORGAN SECURITIES LLC	Apr 28, 2025	May 6, 2025	8	Firm change	Other
MORGAN STANLEY	COHEN & STEERS CAPITAL MANAGEMENT INC.	Aug 30, 2022	Aug 9, 2022	-21	Firm change	Other
HSBC SECURITIES (USA) INC.	MORGAN STANLEY	May 30, 2019	Nov 16, 2021	901	Firm change after gap	Ibd to wirehouse

Relationships

Registered with (4)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
May 6, 2025 to presentfactForm ADV
→ COHEN & STEERS CAPITAL MANAGEMENT INC.Registered adviserregistration: previous registration
Aug 9, 2022 to Apr 28, 2025factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Nov 16, 2021 to Aug 30, 2022factForm ADV
→ HSBC SECURITIES (USA) INC.Registered adviserregistration: previous registration
May 22, 2018 to May 30, 2019factForm ADV

Dated events

Occurred
Apr 28, 2025
Advisor changed firm
Brandon Berletti left Cohen & Steers Capital Management Inc. for J.P. Morgan Securities Llc (registered 2025-05-06)
Form ADVobserved 6 days ago
Occurred
Aug 30, 2022
Advisor changed firm
Brandon Berletti left Morgan Stanley for Cohen & Steers Capital Management Inc. (registered 2022-08-09)
Form ADVobserved 6 days ago