Gary Lester Jones

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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Austin, TX
• 05/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Austin, TX

Previous Registrations

• 2007-08-28 → 2012-10-01
  Chase Investment Services Corp.
  Cedar Park, TX
  Austin, TX
  Austin, TX
  Austin, TX
  Cedar Park, TX
  Austin, TX
  Leander, TX
  Round Rock, TX
  Austin, TX
  Cedar Park, TX
• 2006-08-01 → 2007-08-27
  Investment Professionals, Inc.
  Kingsland, TX
  Smithville, TX
  Bastrop, TX
  Elgin, TX
  Elgin, TX
  Dripping Springs, TX
  San Antonio, TX
  Athens, TX
• 2004-07-06 → 2006-08-01
  Ameriprise Advisor Services, Inc.
  Austin, TX
  Austin, TX
• 2003-03-18 → 2004-07-19
  Osaic Fa, Inc.
  Austin, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-17
• S63 Uniform Securities Agent State Law Examination
  2001-01-11

Other Names

• Gary L Jones