Greggory Robert Bantum

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR 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

• 12/2014 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 09/2018 → 07/2024
  J.P. Morgan Securities Llc.
  New York, NY
• 10/2017 → Present
  Good Fella Nation Inc.
  New York, NY
• 07/2024 → Present
  Osaic Institutions, Inc.
  Meriden, CT
• 07/2024 → Present
  Apple Bank
  New York, NY

Other Businesses

1.) SECOND JOB NAME OF ENTITY: GOOD FELLA NATION INC. POSITION: DJ START DATE: 10/21/2017 ADDRESS: 552 NEW YORK, NY DETAILS: A MULTI MEDIA COMPANY THAT PRODUCES DIFFERENT TYPES OF MUSIC, PROMOTES EVENTS IN DIFFERENT VENUES, DOES PHOTOGRAPHY, AND SELLS THEIR OWN NAME BRAND CLOTHING. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 20 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2023-12-18
• S63 Uniform Securities Agent State Law Examination
  2019-01-31

Other Names

• Greggory Robert Bantum
• Greggory R Bantum