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Gregory Jedding

J.P. Morgan Securities LLC
25 Years of Experience
Centerville, OH
3 DisclosuresBroker
View SEC Summary
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Gregory Jedding is a registered investment advisor at J.P. Morgan Securities LLC, based in Centerville, OH, with 25 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.

J.P. Morgan Securities LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.60%
$250K+0.50%

Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6000 Far Hills Avenue, Centerville, OH, 45459

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
August 2005
Customer Dispute
June 2005
Denied
Criminal
May 1988
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLC
October 2012 - Present · 14 yrs
J.P. Morgan Securities LLCBroker
October 2012 - Present · 14 yrs
Previous Registrations
Chase Investment Services CORP.
May 2012 - October 2012 · 5 mos
Chase Investment Services CORP.Broker
May 2012 - October 2012 · 5 mos
U.S. Bancorp Investments, INC.
February 2010 - April 2012 · 2 yrs 2 mos
U.S. Bancorp Investments, INC.Broker
February 2010 - April 2012 · 2 yrs 2 mos
PNC InvestmentsBroker
November 2009 - February 2010 · 3 mos
PNC Investments
November 2009 - February 2010 · 3 mos
Natcity Investments, INC.
December 2006 - November 2009 · 2 yrs 11 mos
Natcity Investments, INC.Broker
August 2005 - November 2009 · 4 yrs 3 mos
Fifth Third Securities, INC.
February 2005 - August 2005 · 6 mos
Fifth Third Securities, INC.Broker
September 2002 - August 2005 · 2 yrs 11 mos
Fort Washington Brokerage Services, INC.Broker
January 2001 - August 2002 · 1 yr 7 mos
State Registrations27 states
AZCACODEFLGAILINKYMDMIMNNCNJNVNYOHOKORPASCTNTXVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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