Georgia Gardner
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCOct 2023 to now
- JPMorgan Chase Bank NAOct 2023 to now
- JPMorgan Securities LLCOct 2023 to now
- Fidelity InvestmentsAug 2022 to Sep 2023
- Ameriprise Financial Services, LLCAug 2021 to Jul 2022
- Ymca HeinrichMar 2021 to Sep 2021
- Telus InternationalJan 2021 to Aug 2021
- FoundeverJan 2021 to Jan 2021
- WalmartSep 2020 to Oct 2020
- Taco BellMar 2020 to Mar 2020
- Cafe RioJan 2020 to Mar 2020
- Southern Utah UniversityAug 2019 to Dec 2022
- Bath & Body Works LLCApr 2019 to Jul 2019
- Champs SportsOct 2018 to Mar 2020
- Ymca HeinrichApr 2018 to Jan 2019
- Amc TheatersAug 2017 to Oct 2018
- Advanced Technologies AcademyAug 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NV, 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
- 7425816
- Firm CRD
- 79