Morgan Smith Conry
Investment adviser representative at J.P. Morgan Securities LLC
8 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
8 years in the industry.
- J.P. Morgan Securities LLCAug 2024 to now
- JPMorgan Chase Bank, N.A.Aug 2024 to now
- Svn Minerals LLCJan 2021 to now
- Cherrywood Canandaigua LLCJan 2020 to now
- UnemployedJul 2024 to Jul 2024
- Morgan StanleyJul 2022 to Jun 2024
- Northern TrustOct 2018 to Jun 2022
- UnemployedJul 2018 to Sep 2018
- University of RochesterAug 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5541689
- Firm CRD
- 79