Ronald G Mcgann

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

• 03/1989 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 10/2008 → Present
  J.P. Morgan Securities Llc
  New York, NY

Other Businesses

Entity Name: Pace University-Lubin School of Business Investment related: Yes Address: One Pace Plaza New York, NY Nature of the other business: University Position/Title/Relationship: Board member Start Date: 05-Oct-2011 Approximate # of hours a month: 2 per year Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Advisory Board member to the Dean of the Lubin School of Business Entity Name: Salisbury University Foundation, Inc. Investment related: No Address: 1308 Salisbury, MD Nature of the other business: N/A Position/Title/Relationship: Board member on the foundation board of the university Start Date: 01-Jul-2018 Approximate # of hours a month: 3 years Approximate # of hours during securities trading hours: 15 hours Briefly describe your duties: Board members are responsible for overseeing the foundation for the university. I will not be on either the investment committee or finance committee.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-07
• S63 Uniform Securities Agent State Law Examination
  2000-03-30

Other Names

• Ronald Gerard Mcgann