Gregory P. Calderone

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

• 02/2022 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 02/2022 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 01/2017 → 02/2021
  Bloomberg L.P.
  New York, NY
• 03/2021 → 01/2022
  Unemployed
  New York, NY
• 11/2015 → 12/2016
  Unemployed
  New York, NY
• 07/2025 → Present
  New West Data Inc
  Calgary

Other Businesses

Entity Name: New West Data Inc. Investment related: No Address: 435 4 Ave SW, Calgary AB T2P 3A8, Canada Nature of the other business: Data Operations Position/Title/Relationship: Owner/Partner Start Date: 07/18/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: New West Data is an oil & gas producer and bitcoin miner with assets in Alberta, Canada. New West utilizes on site bitcoin mining to mitigate flare gas and extend the economic life of oil assets. New West Data operates oil wells and directs associated natural gas to on site generators, providing electricity to data centers housing specialized bitcoin mining computers. New West Data reimagines the traditional natural gas midstream: monetizing associated gas independent of pipelines or gas plants Effective 2/28/2022 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2022-06-09
• S63 Uniform Securities Agent State Law Examination
  1999-05-28

Other Names

• Greg Calderone
• Gregory Philip Calderone