Declan S Gallagher

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 → 03/2025
  Wells Fargo Securities, Llc
  New York, NY
• 06/2023 → 08/2023
  Wells Fargo Securities
  New York City, NY
• 05/2022 → 08/2022
  Oakmark Advisors
  Tampa, FL
• 05/2021 → 08/2021
  Park District Of Lagrange
  Lagrange, IL
• 06/2018 → 08/2020
  Adf Management
  Lagrange, IL
• 08/2020 → 05/2024
  Wake Forest University
  Winston Salem, NC
• 03/2015 → 06/2018
  Unemployed
  Lagrange, IL
• 03/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 03/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2024 → 06/2024
  Unemployed
  New York, NY

Other Businesses

Effective 3/26/2025 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2025-05-13
• S63 Uniform Securities Agent State Law Examination
  2024-05-13