Jamal Gary
Investment adviser representative at J.P. Morgan Securities LLC
11 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
11 years in the industry.
- J.P. Morgan Securities LLCMay 2026 to now
- JPMorgan Chase Bank, N.A.May 2026 to now
- EmpowerJan 2026 to May 2026
- Willow Creek Companies LLCOct 2025 to Jan 2026
- Jamal GaryJun 2025 to Jan 2026
- PNC BankFeb 2025 to Jun 2025
- Prosperity BankDec 2024 to Jan 2025
- UnemployedMar 2024 to Dec 2024
- First Bank & TrustOct 2023 to Feb 2024
- Bank of AmericaAug 2022 to Oct 2023
- UnemployedJun 2022 to Jul 2022
- Synovus BankOct 2020 to May 2022
- Truist BankDec 2018 to Oct 2020
- UnemployedSep 2018 to Nov 2018
- Wells Fargo Bank, N.AFeb 2018 to Aug 2018
- Southern Hospitality Beef, LLCJun 2015 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8214798
- Firm CRD
- 79