Conor Gerald Woods
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.
- JP Morgan Chase Bank, N.A.Oct 2023 to now
- J.P. Morgan Securities LLCSep 2023 to now
- First Republic Investment Management, Inc.Apr 2022 to now
- First Republic Securities Company, LLCAug 2022 to Oct 2023
- Irwin Siegel AgencyOct 2020 to Apr 2022
- UnemployedMay 2020 to Oct 2020
- Salve Regina UniversityAug 2019 to May 2020
- New York Country ClubMay 2019 to Aug 2019
- Salve Regina UniversitySep 2018 to May 2019
- Advanced Remarketing ServicesSep 2018 to Dec 2018
- UnemployedMay 2018 to Aug 2018
- Salve Regina UniversitySep 2017 to May 2018
- Tony Boffa's RestaurantMay 2017 to Aug 2017
- Salve Regina UniversitySep 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7608915
- Firm CRD
- 79