Grace Elizabeth Platt
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, LLCJun 2024 to now
- J. P. Morgan Securities LLCJul 2022 to May 2024
- UnemployedFeb 2022 to Jun 2022
- MadewellNov 2021 to Jan 2022
- H & R BlockJun 2021 to Aug 2021
- Midland Loan ServicesJun 2020 to Aug 2020
- J CrewNov 2019 to Jan 2022
- Flat Branch Pub & BrewingOct 2019 to May 2021
- Katie CowanMay 2019 to Jul 2019
- Katie CowanMay 2018 to Aug 2018
- True Guard AquaticsMay 2017 to Sep 2019
- Ya Ya's Euro BistroMay 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7604092
- Firm CRD
- 79