Sean Grasso

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

• 08/2024 → 07/2025
  Raymond James & Associates Inc.
  Paramus, NJ
• 06/2023 → 08/2023
  Columbia Bank
  Fair Lawn, NJ
• 09/2023 → 04/2024
  Locust Point Capital
  Miami, FL
• 12/2020 → 05/2024
  University Of Miami
  Coral Gables, FL
• 09/2020 → 12/2020
  David's Bagels
  Valley Cottage, NY
• 06/2021 → 08/2021
  Life Time Fitness
  Montvale, NJ
• 08/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 08/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 09/2020 → 12/2021
  G A P Of V C L L C
  River Vale, NJ
• 08/2015 → 08/2020
  Unemployed
  River Vale, NJ
• 06/2024 → 07/2024
  Unemployed
  River Vale, NJ
• 06/2023 → 08/2023
  Life Time Fitness
  Montvale, NJ

Previous Registrations

• 2025-02-28 → 2025-07-30
  Raymond James & Associates, Inc.
  Paramus, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-02-27

Other Names

• Sean P Grasso
• Sean Paul Grasso