Greg Scharlott

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

• 07/2010 → 10/2022
  Nationwide Investment Services Corporation
  Columbus, OH
• 03/2016 → 10/2022
  Nationwide Investment Advisors Llc
  Columbus, OH
• 10/2022 → Present
  J. P. Morgan Securities Llc
  Westerville, OH
• 10/2022 → Present
  Jpmorgan Chase Bank N. A.
  Westerville, OH

Previous Registrations

• 2016-03-10 → 2022-10-25
  Nationwide Investment Advisors, Llc
  Columbus, OH
• 2012-02-08 → 2016-03-21
  Nationwide Securities, Llc
  Columbus, OH
• 2006-11-13 → 2010-04-07
  Concourse Financial Group Securities, Inc.
  Columbus, OH
  Covington, KY
  Birmingham, AL
• 2004-07-20 → 2005-01-27
  J.P. Morgan Asset Management
  Columbus, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-06-12
• S65 Uniform Investment Adviser Law Examination
  2004-07-16

Other Names

• Greg Scharlott
• Gregory Carl Scharlott