Grace Mcnamara
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Grace Mcnamara? 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 LLCApr 2025 to now
- JPMorgan Chase Bank, N.A.Apr 2025 to now
- Charles Schwab & Co., Inc.Aug 2024 to Mar 2025
- The Council of International Ed ExchangeMay 2024 to Jul 2024
- Charles SchwabJun 2023 to Aug 2023
- ThinkcercaMay 2021 to Aug 2022
- Indiana University BloomingtonAug 2020 to May 2024
- Western Springs Service ClubMay 2020 to Aug 2020
- UnemployedAug 2019 to May 2020
- Lagrange Field ClubMay 2019 to Aug 2019
- UnemployedAug 2018 to May 2019
- Western Springs Service ClubMay 2018 to Aug 2018
- UnemployedApr 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
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
- 7740673
- Firm CRD
- 79