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Mary grace Pidgeon

Investment adviser representative at J.P. Morgan Securities LLC
12 yearsExperience
1 stateRegistered 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

12 years in the industry.

  1. J.P. Morgan Securities LLCSep 2024 to now
  2. JPMorgan Chase Bank NAJun 2024 to now
  3. JPMorgan Securities LLCJun 2024 to now
  4. UnemployedMar 2024 to May 2024
  5. RokrboxSep 2023 to Feb 2024
  6. UnemployedAug 2023 to Aug 2023
  7. Opportune LLPMay 2023 to Jul 2023
  8. UnemployedApr 2023 to Apr 2023
  9. Deloitte & Touche LLPJan 2023 to Mar 2023
  10. UnemployedSep 2021 to Dec 2022
  11. 3e Management LLCMay 2021 to Aug 2021
  12. UnemployedSep 2020 to Apr 2021
  13. Outback SteakhouseJun 2020 to Aug 2020
  14. UnemployedJun 2014 to May 2020

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (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
7949452
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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