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Garrett Ort

Investment adviser representative at J.P. Morgan Securities LLC
13 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business

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Contact this firm

From SEC records

(800) 999-2000jpmorgan.comFirm's SEC record

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

13 years in the industry.

  1. J.P. Morgan Securities LLCJul 2021 to now
  2. JPMorgan Chase Bank, N.A.Jul 2021 to now
  3. MyselfSep 2024 to Jan 2026
  4. Virgo NycSep 2024 to Sep 2024
  5. The Jewel YachtAug 2024 to Aug 2024
  6. Somewhere NowhereJun 2024 to Jun 2024
  7. Mr. PurpleMay 2024 to May 2024
  8. Mehanata Bulgarian BarMar 2024 to Mar 2024
  9. UnemployedJun 2021 to Jun 2021
  10. JP MorganJun 2020 to Aug 2020
  11. Study EdgeOct 2018 to May 2020
  12. University of FloridaMay 2017 to May 2021
  13. UnemployedJun 2011 to Apr 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (NY, 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 site.

Individual CRD
7406884
Firm CRD
79
Advisor's SEC record
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