John Gavey, financial advisor New York NY

John Gavey

CRD Number: 2072764
Current Firm: J.p. Morgan Private Wealth Advisors LLC

John Gavey (CRD# 2072764) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in New York, NY and has over 30 years of experience in the finance industry. John Gavey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
J.p. Morgan Securities LLC New York, NY Sep 2023 - Current < 1
First Republic Securities Company New York, NY Aug 2011 - Sep 2023 12
First Republic Bank New York, NY Aug 2011 - Jul 2023 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
S65 NASAA Investment Advisors Law Examination Aug 2001
Contact Info for John P. Gavey
Phone Number: 415-392-1400
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    139,511
    MILLIONS
  • Total Number of Accounts
    84,774
    ACCOUNTS
  • Average Account Value
    $1,645,685
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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