Margo Grandy

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

• 06/2023 → 10/2023
  Point Mortgage
  Chula Vista, CA
• 06/2022 → 05/2023
  Wells Fargo
  San Diego, CA
• 04/2022 → 06/2022
  Loan Depot
  Carlsbad, CA
• 06/2021 → 03/2022
  Jpmorgan Chase Bank, N.A.
  Carlsbad, CA
• 02/2019 → 05/2021
  Bank Of America
  Carlsbad, CA
• 01/2018 → 01/2019
  Wells Fargo
  Encinitas, CA
• 10/2016 → 12/2017
  Bank Of America
  Carlsbad, CA
• 01/2016 → 09/2016
  Big Block Realty
  San Diego, CA
• 10/2023 → 06/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 04/2024 → 06/2024
  Northwestern Mutual Investment Services, Llc
  Carlsbad, CA
• 08/2024 → 10/2024
  Mml Investors Services Llc
  San Diego, CA
• 05/2024 → 10/2024
  Mass Mutual Life Insurance Company
  San Diego, CA
• 02/2025 → 06/2025
  Nylife Securities Llc
  Newport Beach, CA
• 02/2025 → 06/2025
  New York Life Insurance Co
  Newport Beach, CA
• 04/2025 → 06/2025
  Eagle Strategies Llc
  Newport Beach, CA
• 06/2025 → Present
  J.P. Morgan Securities Llc
  Irvine, CA
• 06/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Irvine, CA
• 10/2024 → 01/2025
  Unemployed
  San Diego, CA

Previous Registrations

• 2025-04-02 → 2025-07-16
  Eagle Strategies Llc
  Newport Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-08-31

Other Names

• Margarita Grandy
• Margarita Grandy
• Margo Grandy
• Margo Grandy