Gregory Surat
Investment adviser representative at J.P. Morgan Securities LLC
12 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
12 years in the industry.
- J.P. Morgan Securities LLCAug 2025 to now
- JPMorgan Chase Bank, N.A.Aug 2025 to now
- Morgan StanleyDec 2024 to Aug 2025
- UnemployedJan 2024 to Nov 2024
- Fidelity Brokerage Services LLCOct 2019 to Dec 2023
- Fidelity InvestmentsOct 2019 to Dec 2023
- Fidelity Personal and Workplace AdvisorsOct 2019 to Dec 2023
- E*trade Financial Corp/e*trade Capital Management LLCMar 2014 to Oct 2019
- E*trade Securities LLCMar 2014 to Oct 2019
- Harrisdirect LLCMar 2014 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2005
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
- 4975703
- Firm CRD
- 79