Gregory James Webster
Investment adviser representative at J.P. Morgan Securities LLC
18 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Gregory James Webster? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- 5964 Margaret Ann LLCFeb 2025 to now
- JP Morgan Chase Bank, N.A.Oct 2023 to now
- J.P. Morgan Securities LLCSep 2023 to now
- First Republic Investment Management, Inc.Nov 2019 to now
- First Republic Securities Company, LLCNov 2019 to Oct 2023
- UBS Financial Services IncNov 2008 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2424243
- Firm CRD
- 79