Geoffrey Waite
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 LLCNov 2024 to now
- JPMorgan Chase Bank, N.A.Nov 2024 to now
- UnemployedAug 2024 to Oct 2024
- Fisher InvestmentsJul 2023 to Jul 2024
- Edward JonesApr 2023 to Jul 2023
- UnemployedFeb 2023 to Mar 2023
- Bank of AmericaJan 2018 to Jan 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2018 to Jan 2023
- Jcs Medical, LLCJun 2017 to Jan 2018
- Wiles Law FirmJul 2016 to Mar 2017
- Charleston School of LawAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 6904491
- Firm CRD
- 79