Gregory A. Crane
Investment adviser representative at J.P. Morgan Securities LLC
15 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
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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
15 years in the industry.
- J.P. Morgan Securities LLCJan 2022 to now
- JPMorgan Chase Bank, N.A.Jan 2022 to now
- Not AvailableSep 2024 to Mar 2025
- New Horizons Community Development Corporation (nhcdc)Nov 2022 to May 2023
- City National SecuritiesJan 2019 to Jul 2020
- City National BankOct 2018 to Dec 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2018
- Wells Fargo Advisors LLCJun 2010 to Nov 2016
- Wachovia Bank, N.a./wells Fargo Bank N.A.Apr 2010 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 4172847
- Firm CRD
- 79