Grant David Stewart
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Grant David Stewart? Claim your profile
Contact this firm
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 LLCSep 2025 to now
- JPMorgan Chase Bank, N.A.Sep 2025 to now
- UnemployedMay 2025 to Sep 2025
- Morgan StanleyApr 2020 to May 2025
- UnemployedMar 2020 to Mar 2020
- Equitable Advisors/axa AdvisorsJul 2019 to Feb 2020
- UnemployedMay 2019 to Jun 2019
- Lpl/ranstadNov 2018 to Apr 2019
- UnemployedSep 2017 to Oct 2018
- Omni HotelsJun 2017 to Aug 2017
- UnemployedSep 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7051424
- Firm CRD
- 79