Kenneth M. Greaney

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2017 → Present
  Jpmorgan Chase Bank, N.A.
  Cleveland, OH
• 02/2017 → Present
  J.P. Morgan Securities Llc
  Cleveland, OH
• 03/2014 → 02/2017
  Key Private Bank
  Pepper Pike, OH

Previous Registrations

• 2000-05-16 → 2013-10-21
  Fisher Investments
  Cleveland, OH
  Hudson, OH
  Plano, TX

Other Businesses

Entity Name: Cleveland Public Theatre Investment related: Y "Address: 6415 Detroit Ave. Cleveland, OH 44102 Web: cptonliine.org" Nature of the other business: Entertainment Industry Position/Title/Relationship: Owner/ Partner Start Date: 09/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Awareness and drive new members. Might be on finance committee.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-08
• S63 Uniform Securities Agent State Law Examination
  2017-05-30

Other Names

• Kenneth Greaney
• Ken Greaney
• Kenneth Martin Greaney