Gregg A Kleinbaum

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

• 09/2014 → Present
  J.P. Morgan Securities Llc
  Boca Raton, FL
• 09/2014 → Present
  Jpmorgan Chase Bank, N.A.
  Boca Raton, FL

Previous Registrations

• 2005-04-26 → 2012-10-01
  Chase Investment Services Corp.
  Cranford, NJ
  Paramus, NJ
  New York, NY
  New York, NY
  New York, NY
  New York City, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York City, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  Chappagua, NY
  Somers, NY
  Nanuet, NY
  Orangeburg, NY
  Tappan, NY
  Stony Point, NY
  Pomona, NY
  Suffern, NY
  Sparkill, NY
  Monsey, NY
  Valley Cottage, NY
  Spring Valley, NY
  Haverstraw, NY
  Peekskill, NY
  Shrub Oak, NY
  Chestnut Ridge, NY
  Pomona, NY
  Monsey, NY
  Nyack, NY
  Nanuet, NY
  Katonah, NY
  Yorktown Heights, NY
  West Nyack, NY
  Pleasantville, NY
  Ossining, NY
  Croton-On-Hudson, NY
  Mohegan Lake, NY
  Peekskill, NY
  Garnerville, NY
  Orangeburg, NY
  Yorktown, NY
  Brewster, NY
  Pearl River, NY
  Mount Kisco, NY
  Bedford, NY
  Croton, NY
  Millwood, NY
  Somers, NY
  Nanuet, NY
  Garnerville, NY
  Patterson, NY
  Brewster, NY
  Mount Kisco, NY
  Yorktown Heights, NY
  New City, NY
  Tallman, NY
  Congers, NY
  Cross River, NY
  New City, NY
  New City, NY
  New City, NY
  West Nyack, NY
  Ossining, NY
  Hawthorne, NJ
  Ridgewood, NJ
  Palisades Park, NJ
  Englewood, NJ
  Hoboken, NJ
  Fairlawn, NJ
  Ridgefield, NJ
  Rutherford, NJ
  Westfield, NJ
  Clifton, NJ
  Montclair, NJ
  Metuchen, NJ
  N. Arlington, NJ
  Newton, NJ
  Ridgefield, NJ
  Lake Hopatcong, NJ
  Fort Lee, NJ
  River Edge, NJ
  Union, NJ
  Oradell, NJ
  Jersey City, NJ
  Elizabeth, NJ
  Westwood, NJ
  Perth Amboy, NJ
  Dover, NJ
  Ridgewood, NJ
  North Bergen, NJ
  Kearney, NJ
  Hackensack, NJ
  Verona, NJ
  Montclair, NJ
  Upper Montclair, NJ
  Hillside, NJ
  Linden, NJ
  Rutherford, NJ
  Clifton, NJ
  Ramsey, NJ
  Oakland, NJ
  Wallington, NJ
  Lyndhurst, NJ
  Ledgewood, NJ
  New Brunswick, NJ
  Midland Park, NJ
  E. Rutherford, NJ
  Carlstadt, NJ
  Lodi, NJ
  North Arlington, NJ
  Ridgewood, NJ
  Sparta, NJ
  Secaucus, NJ
  Saddle Brook, NJ
  Jersey City, NJ
  Wayne, NJ
  Wyckoff, NJ
  Newark, NJ
  Edison, NJ
  Kearny, NJ
  Montvale, NJ
  Secaucus, NJ
  Teaneck, NJ
  Randolph, NJ
  Vernon, NJ
  Elmwood Park, NJ
  Wharton, NJ
  Sussex, NJ
  Norwood, NJ
  Paterson, NJ
  Plainfield, NJ
  Hackensack, NJ
  Chatham, NJ
  Sussex, NJ
  Lyndhurst, NJ
  Weehawken, NJ
  Fairlawn, NJ
  Fairlawn, NJ
  Woodbridge, NJ
  Ramsey, NJ
  Jamesburg, NJ
  Teaneck, NJ
  Englewood, NJ
  North Brunswick, NJ
  Northvale, NJ
  Bayonne, NJ
  South Brunswick, NJ
  Woodbridge, NJ
  North Plainfield, NJ
  Franklin, NJ
  Riverdale, NJ
  Fairfield, NJ
  Edison, NJ
  Edgewater, NJ
  South Hackensack, NJ
  Haledon, NJ
  Verona, NJ
  Franklin Lakes, NJ
  Cranford, NJ
  Bound Brook, NJ
  Garfield, NJ
  Lyndhurst, NJ
  Fairlawn, NJ
  Wallington, NJ
  Newton, NJ
  Carlstadt, NJ
  Hackettstown, NJ
  Bradley Beach, NJ
  Newark, NJ
  Edison, NJ
  Stirling, NJ
  Union City, NJ
  Teaneck, NJ
  South Plainfield, NJ
  Warren, NJ
  Newark, NJ
  Watchung, NJ
  Jersey City, NJ
  Union, NJ
  Roselle, NJ
  Garwood, NJ
  Ramsey, NJ
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
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  New York, NY
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  New York, NY
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  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York City, NY
  New York, NY
  New York, NY
  New York, NY
  New York City, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York City, NY
  Woodbridge, NJ
  Howell, NJ
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  Brooklyn, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  Glen Oaks, NY
  Jamaica, NY
  Flushing, NY
  Flushing, NY
  Jamaica, NY
  Jamaica, NY
  Flushing, NY
  Jamaica, NY
  Oakland Gardens, NY
  Bayside, NY
  Floral Park, NY
  Flushing, NY
  Queens Village, NY
  Bayside, NY
  College Point, NY
  Flushing, NY
  Little Neck, NY
  Flushing, NY
  Whitestone, NY
  Flushing, NY
  Flushing, NY
  Flushing, NY
  Jamaica Estates, NY
  Little Neck, NY
  Flushing, NY
  Bayside, NY
  Queens Village, NY
  Flushing, NY
  Flushing, NY
  Oakland Gardens, NY
  Flushing, NY
  Fresh Meadows, NY
  Hollis, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  North Richland Hills, TX
  Englewood, CO
  Overland Park, KS
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York City, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  Millwood, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
• 2000-09-07 → 2002-07-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-28
• S63 Uniform Securities Agent State Law Examination
  1996-08-09

Other Names

• Gregg Adam Keinbaum
• Gregg A Kleinbaum
• Gregg Adam Kleinbaum