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Grace Alexandria Kaley

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.

  1. J.P. Morgan Securities LLCNov 2025 to now
  2. JPMorgan Chase Bank, N.A.Nov 2025 to now
  3. Locktown CompaniesJul 2024 to Oct 2025
  4. UnemployedSep 2023 to Jun 2024
  5. Arthur J GallagherJun 2023 to Aug 2023
  6. UnemployedSep 2022 to May 2023
  7. Arthur J GallagherJun 2022 to Aug 2022
  8. UnemployedFeb 2019 to May 2022
  9. Blue Water Restaurant Partners 1 LPJul 2018 to Jan 2019
  10. UnemployedNov 2015 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (NY, 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
8187603
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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