Daniel Grey Gregory
Financial advisor at J.P. Morgan Securities LLC · Myrtle Beach, SC
Last updated 2026-10-10
Claim your profileDaniel Grey Gregory is a financial advisor at J.P. Morgan Securities LLC in Myrtle Beach, SC, CRD 6125628. Licenses and exams on the registration: Series 66, Series 65, Series 63. IAPD registration began 2013-02-04.
Registration
- CRD number
- 6125628
- Registration status
- Active
- IAPD registration
- 2013-02-04
- Industry Experience
- 13 years
- Work Experience
- 11 years
- States registered
- SC
Licenses and exams
- Series 66
- Series 65
- Series 63
Work history
- 2026-04 to Present · Jpmorgan Chase Bank, N.A. · North Myrtle Beach, SC
- 2026-04 to Present · J.P. Morgan Securities LLC · North Myrtle Beach, SC
- 2023-07 to 2026-04 · Wells Fargo Clearing Services, LLC · Myrtle Beach, SC
- 2023-07 to 2026-04 · Wells Fargo Bank, N.A. · Myrtle Beach, SC
- 2023-04 to 2023-06 · Unemployed · North Myrtle Beach, SC
- 2021-08 to 2023-03 · Curran Financial Partners, LLC · Daniel Island, SC
- 2021-08 to 2023-02 · Curran Financial Partners · Daniel Island, SC
- 2020-12 to 2021-08 · Orkin/rollins Inc · Myrtle Beach, SC
- 2019-02 to 2020-11 · Thrivent Financial · Minneapolis, MN
- 2019-01 to 2020-10 · Thrivent Investment Management, Inc · Minneapolis, MN
- 2015-02 to 2019-02 · Deeco, Inc · Raleigh, NC
Current employment
- J.P. Morgan Securities LLC · New York, NY
J.P. Morgan Securities LLC
- Regulatory AUM
- $429,694,491,042
- Registered advisors
- 14,334
- Offices
- 5,886
- Clients per advisor
- 87.0 (Moderate)
- Average AUM per client
- $344.7K (Low)
- High-net-worth client ratio
- 28.6% (Moderate)
J.P. Morgan Securities LLC: advisors, services and reported ETF investments
About
Daniel Grey Gregory is a financial advisor at J.P. Morgan Securities LLC in Myrtle Beach, SC. Reported securities licenses include Series 66 and Series 65 and Series 63. The latest record indicates 13 years of industry experience and 11 years of reported work history. Reported roles include Jpmorgan Chase Bank, N.A., Wells Fargo Clearing Services, LLC, Wells Fargo Bank, N.A., Unemployed, among others.
J.P. Morgan Securities LLC's firm-level Form ADV reports 14,334 advisors across 5,886 offices; approximately 87.0 clients per advisor, average assets per client of $344,680, and regulatory AUM of $429.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by J.P. Morgan Securities LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Futures Commission Merchant
- Insurance Broker or Agent
- Registered Security-Based Swap Dealer
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Security-Based Swap Dealer
- Commodity Pool Operator or CTA
- Futures Commission Merchant
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
8006 N Kings Hwy, Myrtle Beach, SC 29572
3 advisors at this office.
Contact
The firm's filed contact details.
Official record
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