Gregg G. Panski
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- J.P. Morgan Securities LLCJan 2024 to now
- JPMorgan Chase Bank, N.A.Jan 2024 to now
- Charles Schwab & Co., Inc.Jan 2022 to Jan 2024
- TD Ameritrade, Inc.Mar 2017 to Jan 2024
- Charles Schwab/td AmeritradeMar 2017 to Dec 2023
- TD Ameritrade Investment Management, LLCMar 2017 to Sep 2023
- Bank of America CorpMay 2016 to Mar 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 4677436
- Firm CRD
- 79