Margo Grandy
Investment adviser representative at J.P. Morgan Securities LLC
9 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
9 years in the industry.
- J.P. Morgan Securities LLCJun 2025 to now
- JPMorgan Chase Bank, N.A.Jun 2025 to now
- Eagle Strategies LLCApr 2025 to Jun 2025
- New York Life Insurance CoFeb 2025 to Jun 2025
- Nylife Securities LLCFeb 2025 to Jun 2025
- UnemployedOct 2024 to Jan 2025
- MML Investors Services LLCAug 2024 to Oct 2024
- Mass Mutual Life Insurance CompanyMay 2024 to Oct 2024
- Northwestern Mutual Investment Services, LLCApr 2024 to Jun 2024
- Northwestern Mutual Life Insurance CompanyOct 2023 to Jun 2024
- Point MortgageJun 2023 to Oct 2023
- Wells FargoJun 2022 to May 2023
- Loan DepotApr 2022 to Jun 2022
- JPMorgan Chase Bank, N.A.Jun 2021 to Mar 2022
- Bank of AmericaFeb 2019 to May 2021
- Wells FargoJan 2018 to Jan 2019
- Bank of AmericaOct 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7798626
- Firm CRD
- 79