Trey J. Garrison
Investment adviser representative at J.P. Morgan Securities LLC
11 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
11 years in the industry.
- J.P. Morgan Securities LLCSep 2025 to now
- JPMorgan Chase Bank, N.A.Sep 2025 to now
- UBSJan 2025 to Sep 2025
- UBS Financial Services Inc.Jan 2025 to Sep 2025
- Fidelity Brokerage Services LLCJul 2024 to Dec 2024
- Fidelity InvestmentsJul 2024 to Dec 2024
- UnemployedSep 2023 to Jun 2024
- Collins AerospaceMay 2023 to Aug 2023
- UnemployedSep 2022 to Apr 2023
- FedexJul 2022 to Aug 2022
- UnemployedAug 2021 to Jun 2022
- UpsJun 2021 to Jul 2021
- UnemployedAug 2019 to May 2021
- Nitroflex GymAug 2018 to Jul 2019
- Redwoods Bar and GrilleJun 2018 to Jul 2019
- UnemployedSep 2015 to May 2018
Exams passed
- 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
- 7963484
- Firm CRD
- 79