Gerard A. Marretta

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
  New York, NY
• 07/2024 → Present
  Jp Morgan Chase Bank
  New York, NY
• 06/2023 → 08/2023
  Jpmorgan Chase & Co
  Summit, NJ
• 09/2022 → 12/2022
  Spinnaker Capital Management, Llc
  Hartford, CT
• 06/2022 → 09/2022
  Planning Alliance Llc
  Shrewsbury, NJ
• 08/2023 → 06/2024
  Unemployed
  Hartford, CT
• 01/2023 → 05/2023
  Unemployed
  Hartford, CT
• 06/2020 → 09/2020
  Brick Township Municipal Utilities Authority
  Brick, NJ
• 09/2020 → 06/2022
  Unemployed
  Hartford, CT
• 01/2020 → 06/2020
  Brothers Marketplace
  Medfield, MA
• 06/2017 → 08/2017
  Public Consulting Group Llc
  Princeton, NJ
• 08/2017 → 01/2020
  Unemployed
  Brick, NJ
• 01/2014 → 06/2017
  Unemployed
  Monroe Township, NJ

Exams

• S66 Uniform Combined State Law Examination
  2024-09-07

Other Names

• Gerard Anthony Marretta