Gregory Adamczyk, financial advisor Hartland MI

Gregory Adamczyk

CRD Number: 5616108
Current Firm: J.p. Morgan Securities LLC

Gregory Adamczyk (CRD# 5616108) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hartland, MI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities, LLC Troy, MI Nov 2018 - Current 5
Jp Morgan Chase Bank, N.a. Troy, MI Nov 2018 - Current 5
Unemployed Grand Blanc, MI Aug 2018 - Nov 2018 < 1
Alpha Cubed Investments, LLC Irvine, CA Feb 2017 - Aug 2018 1
Oppenheimer & Co Inc. Sterling Heights, MI Feb 2016 - Feb 2017 1
Pnc Investments Hartland, MI Aug 2014 - Jan 2016 1
Securities America Inc. Farmington Hills, MI Jul 2014 - Sep 2014 < 1
Dalton Strategic Investment Services, Inc. Knightstown, IN Jan 2011 - Aug 2014 3
Haas Financial Services Southfield, MI Jul 2008 - Jul 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Gregory M. Adamczyk
Phone Number: 800-999-2000
Registered State(s):
  • MI
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • 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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