Gavin Barr

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

• 03/2026 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 03/2026 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 11/2022 → 03/2026
  Merrill Lynch
  New York, NY
• 06/2021 → 10/2022
  Equitable Advisors, Llc
  New York, NY
• 09/2019 → 05/2021
  Unemployed
  Bethlehem, PA
• 07/2019 → 08/2019
  Artsquest
  Bethlehem, PA
• 09/2018 → 06/2019
  Unemployed
  Bethlehem, PA
• 06/2018 → 08/2018
  Merrill Lynch
  Allentown, PA
• 06/2016 → 05/2018
  Northwestern Mutual
  Center Valley, PA

Previous Registrations

• 2023-01-10 → 2026-03-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 2021-09-01 → 2022-10-21
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-05-05

Other Names

• Gavin Chaundy Barr
• Gavin Barr