Glenn Mcmahon
Investment adviser representative at J.P. Morgan Securities LLC
14 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
14 years in the industry.
- TurnsignlOct 2024 to now
- J.P. Morgan Securities LLCJul 2024 to now
- JPMorgan Chase Bank, N.A.Jul 2024 to now
- PelvaOct 2024 to Oct 2024
- Charles Schwab & Co., Inc.Jan 2023 to Jun 2024
- Charles Schwab Bank, SsbJan 2023 to Jun 2024
- UnemployedDec 2022 to Dec 2022
- Brighton JonesJan 2021 to Nov 2022
- Charles Schwab & Co., Inc.Jun 2019 to Jan 2021
- Charles Schwab BankJun 2019 to Jan 2021
- Cuso Financial Services, LPMay 2018 to May 2019
- Verity Credit UnionMay 2018 to May 2019
- US BancorpNov 2017 to May 2018
- Puget Consumers Co-opOct 2017 to Nov 2017
- UpsNov 2016 to Jan 2017
- Lawrence UniversitySep 2013 to Jul 2017
- Ravinia Festival AssociationAug 2012 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2018
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 6951020
- Firm CRD
- 79