Gregory C. Sperrazza

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

• 07/2010 → 03/2017
  J.P. Morgan Securities Inc
  New York, NY
• 07/2010 → 03/2017
  Jpmorgan Chase Bank
  New York, NY
• 04/2017 → 08/2018
  Md Global Partners
  New York, NY
• 08/2018 → Present
  Jpmorgan Chase Bank Na
  Greenwich, CT
• 08/2018 → Present
  Jpmorgan Securities Llc
  Greenwich, CT
• 10/2015 → Present
  Fellspoint Holdings Llc
  Essex Fells, NJ

Other Businesses

Entity Name: Fellspoint Holdings LLC Investment related: Yes Address: 147 Essex Fells, NJ Nature of the other business: Family vehicle that invests in real estate, stocks, bonds and life insurance. Position/Title/Relationship: General Partner Start Date: 01-Oct-2015 Approximate # of hours a month: 5 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I help maintain records, advise on decisions and help with tax prep for the accountant. I have trade authority on certain accounts as well.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-21
• S63 Uniform Securities Agent State Law Examination
  2010-12-22

Other Names

• Gregory Sperrazza