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Joel Gilbert Gray

J.P. Morgan Securities LLC

Greenwich, CT

CRD 7972395

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-01-29
TX RA APPROVED 2025-01-29
  • CT RA
    APPROVED
    Since 2025-01-29
  • TX RA
    APPROVED
    Since 2025-01-29

Branch Locations

100 W Putnam Ave Floor 04, Greenwich, CT 06830 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Greenwich CT 07/2024 Present
Jpmorgan Chase Bank, N.A. Greenwich CT 11/2022 Present
Breakaway Academy Eden Prairie MN 02/2021 06/2022
Citizens Financial Group, Inc St. Louis Park MN 08/2017 02/2019
Wells Fargo Minneapolis MN 05/2016 09/2017
Envision Capital Minnetonka MN 04/2019 05/2022
The Pantry Restaurant Of Edina Inc Edina MN 06/2007 08/2018
Unemployed Edina MN 03/2019 03/2019
Unemployed Darien CT 07/2022 10/2022
  • 07/2024 → Present
    J.P. Morgan Securities Llc
    Greenwich, CT
  • 11/2022 → Present
    Jpmorgan Chase Bank, N.A.
    Greenwich, CT
  • 02/2021 → 06/2022
    Breakaway Academy
    Eden Prairie, MN
  • 08/2017 → 02/2019
    Citizens Financial Group, Inc
    St. Louis Park, MN
  • 05/2016 → 09/2017
    Wells Fargo
    Minneapolis, MN
  • 04/2019 → 05/2022
    Envision Capital
    Minnetonka, MN
  • 06/2007 → 08/2018
    The Pantry Restaurant Of Edina Inc
    Edina, MN
  • 03/2019 → 03/2019
    Unemployed
    Edina, MN
  • 07/2022 → 10/2022
    Unemployed
    Darien, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-29
  • S66 Uniform Combined State Law Examination
    2025-01-29
Other Names
  • Joel Gray
  • Joel Gilbert Gray
  • Joel G. Gray

View on SEC IAPD

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