Philip Brian Grove

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

• 06/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 06/2022 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 06/2015 → 07/2020
  Comerica Bank
  Houston, TX
• 08/2020 → Present
  Rice University
  Houston, TX

Other Businesses

Entity Name: Christian Community Service Center Investment related: No Address: 3434 Branard St, Houston, TX 77027 / https://ccschouston.org/ Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 01/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: "CCSC" is a charitable, nonprofit organization that serves the poor, hungry and disabled in the Houston community. In my role as a board member I will serve as in an advisory role. The role will not be particularly similar to my firm role as a lending specialist but I will likely be asked for my opinion and input on financial matters. To my knowledge there is no connection between CCSC and JPMorganChase.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-09