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Gabriel Isaac Wadsworth

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.

  1. J.P. Morgan Securities LLCAug 2026 to now
  2. JPMorgan Chase Bank, N.A.Aug 2026 to now
  3. UnemployedJul 2026 to Jul 2026
  4. Middleburg CommunitiesMar 2026 to Jun 2026
  5. Millworth Holdings LLCJan 2024 to Oct 2024
  6. JPMorgan Chase Bank NAJun 2019 to Mar 2026
  7. JPMorgan Securities LLCJun 2019 to Feb 2026
  8. UnemployedSep 2018 to May 2019
  9. JPMorgan Securities LLCJun 2018 to Aug 2018
  10. UnemployedAug 2017 to May 2018
  11. Olympia Golf & Country ClubApr 2017 to Jul 2017
  12. Capstone Investment GroupMay 2014 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2014
  • Series 63 · Uniform Securities Agent State Law2019
  • Series 65 · Uniform Investment Adviser Law2023

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
6155521
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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