G. Patrick Fox

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

• 10/2010 → Present
  J.P. Morgan Securities Llc
  Greenwich, CT
• 11/2016 → Present
  J.P. Morgan Chase Bank, Na
  Greenwich, CT

Other Businesses

Entity Name: Stepping Stones Museum for Children Investment related: Yes "Address: Mathews Park 303 West Avenue Norwalk, Connecticut 06850 https://www.steppingstonesmuseum.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 03/18/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: The mission of Stepping Stones is to broaden and enrich the educational opportunities for children ages ten and under and enhance their understanding of the world. The museum seeks to create an environment that inspires lifelong learning and supports parents, caregivers and educators as facilitators of children's explorations. I serve Stepping Stones in my role as member of Board of Directors and member of Finance and Investment committees"

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-29
• S63 Uniform Securities Agent State Law Examination
  2001-03-30

Other Names

• G. Patrick Fox
• George Patrick Fox