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Chloe S Gandal

Investment adviser representative at J.P. Morgan Securities LLC
11 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

11 years in the industry.

  1. J.P. Morgan Securities LLCSep 2021 to now
  2. JPMorgan Chase Bank NAJun 2021 to now
  3. JPMorgan Securities LLCJun 2021 to now
  4. JPMorgan Chase Bank NAJul 2019 to May 2021
  5. William Blair & CoSep 2018 to May 2019
  6. JPMorgan Chase Bank NAJun 2018 to Aug 2018
  7. William Blair & CoJan 2018 to May 2018
  8. Kalamazoo Outdoor GourmetJun 2017 to Dec 2017
  9. Depaul UniversitySep 2016 to Jun 2019
  10. Lush CosmeticsOct 2015 to Jan 2018

Exams passed

  • Series 66 · Uniform Combined State Law2021

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
6899593
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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