Gregory Tully

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

• 07/2024 → Present
  J.P. Morgan Securities Llc
  Greenvale, NY
• 07/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Greenvale, NY
• 09/2021 → 06/2024
  Whitman Technology Services
  Syracuse, NY
• 06/2023 → 08/2023
  Jpmorgan Chase Bank
  Greenvale, NY
• 06/2022 → 08/2022
  Ubs
  Melville, NY
• 04/2020 → 08/2020
  Tully Law Group
  Melville, NY
• 09/2020 → 06/2024
  Syracuse University
  Syracuse, NY
• 06/2021 → 12/2021
  Long Island Tent & Party Rental Inc.
  Bay Shore, NY
• 07/2014 → 03/2020
  Unemployed
  Huntington, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-09-03

Other Names

• Gregory Andrew Tully