Robert Bradley Grace

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

• 09/2009 → Present
  Jpmorgan Chase Bank, N.A.
  Denver, CO
• 10/2012 → Present
  J.P. Morgan Securities Llc
  Denver, CO
• 11/2023 → Present
  Chalet Grace Llc
  Avon, CO

Previous Registrations

• 2011-01-01 → 2012-10-01
  Chase Investment Services Corp.
  Denver, CO
  Arvada, CO
  Dallas, TX
  Denver, CO
  Denver, CO
  Edgewater, CO
  Denver, CO
  Arvada, CO
  Wheat Ridge, CO
  Denver, CO

Other Businesses

Entity Name: Chalet Grace LLC Investment related: No "Address: 1061 W Beaver Creek Blvd Unit I101 Avon, CO 81620" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/09/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Short term rental in Avon Colorado via Airbnb and VRBO. There is no connection to JPMC. Nor is there any similarity to JPMC

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-30
• S63 Uniform Securities Agent State Law Examination
  2009-04-22

Other Names

• Robert Bradley Grace