Daniel Grey Gregory
Investment adviser representative at J.P. Morgan Securities LLC
11 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
11 years in the industry.
- J.P. Morgan Securities LLCApr 2026 to now
- JPMorgan Chase Bank, N.A.Apr 2026 to now
- Wells Fargo Bank, N.A.Jul 2023 to Apr 2026
- Wells Fargo Clearing Services, LLCJul 2023 to Apr 2026
- UnemployedApr 2023 to Jun 2023
- Curran Financial Partners, LLCAug 2021 to Mar 2023
- Orkin/rollins IncDec 2020 to Aug 2021
- Thrivent FinancialFeb 2019 to Nov 2020
- Thrivent Investment Management, IncJan 2019 to Oct 2020
- Deeco, IncFeb 2015 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 6125628
- Firm CRD
- 79