Gregory Darin Padlo

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

• 08/2014 → 11/2018
  Fidelity Brokerage Services Llc.
  Westlake, TX
• 07/2018 → 11/2018
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 09/2015 → 07/2018
  Strategic Advisers Llc
  Westlake, TX
• 11/2018 → Present
  Jp Morgan Securities, Llc
  Garland, TX
• 11/2018 → Present
  Jp Morgan Chase Bank, N.A.
  Garland, TX

Previous Registrations

• 2018-07-13 → 2018-12-07
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-09-30 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2014-11-21

Other Names

• Gregory Padlo
• Greg Padlo