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.

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

Jan 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65|S66

First exam

Mar 1, 2016

First registration

Mar 7, 2016

Dual registered

yes, broker-dealer

Other names

Brad Wellens|Bradley Morgan Wellens|Bradley M Wellens

IAPD individual key

6621460

• Occurred

  Jun 15, 2023
  Advisor changed firm

  Bradley Morgan Wellens left Morgan Stanley for J.P. Morgan Securities Llc (registered 2023-06-06)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cbbb90db-9e20-12bf-2618-ba30451c8dd4

First observed

Mar 7, 2016

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.