Gregory Warren, financial advisor Flushing NY

Gregory Warren

CRD Number: 6572782
Current Firm: J.p. Morgan Securities LLC

Gregory Warren (CRD# 6572782) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Flushing, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities, LLC Flushing, NY Oct 2020 - Current 1
J.p. Morgan Chase Bank, N.a. Flushing, NY Oct 2020 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Deer Park, NY Jan 2019 - Oct 2020 1
Bank Of America, N.a. Deer Park, NY Jan 2019 - Oct 2020 1
Securian Financial Services In Uniondale, NY Dec 2016 - Jan 2019 2
Minnesota Life Insurance Co Uniondale, NY Dec 2016 - Jan 2019 2
Allied Wealth Partners Uniondale, NY Dec 2016 - Jan 2019 2
Axa Advisors Woodbury, NJ May 2016 - Nov 2016 < 1
Axa Advisors, LLC Woodbury, NY Apr 2016 - Nov 2016 < 1
Morgan Stanley New York, NY Nov 2015 - Mar 2016 < 1
Parlay Gastropub Rockville Centre, NY Mar 2014 - Oct 2015 1
6th And Pine Restaurant Garden City, NY Jun 2014 - Aug 2014 < 1
Unemployed Oceanside, NY Nov 2013 - Feb 2014 < 1
Enterprise Rent-a-car Island Park, NY Sep 2011 - Oct 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2016
S66 NASAA Uniform Combined State Law Examination May 2017
Contact Info for Gregory Warren
Phone Number: 800-999-2000
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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