Gregory WarrenCRD 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.
Legacy Care Wealth, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|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|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- 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)
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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