Invested Better
Unclaimed

Unclaimed

Unclaimed

Frank Augustus McGrew

J.p. Morgan Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Frank? Claim Your Profile

About Frank Augustus McGrew

Frank Augustus McGrew is a registered representative with J.P. Morgan Securities LLC, an investment firm with over $50 billion in assets under management. Frank has been in the securities industry since 2001 and has been registered with the Financial Industry Regulatory Authority (FINRA) since 2003. Frank is a Series 7, 24, 63, 65, 14, 79, 99 and SIE licensed professional. Frank has held previous positions with Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., Morgan Joseph & Co. Inc., Morgan Stanley & Co., Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Frank currently holds registrations in 53 states and 2 U.S. territories. Frank has over 25 years of experience providing investment advice and financial planning services to a variety of clients, including individuals, high net worth individuals, corporations, and charitable organizations.

Firm Information

Frank McGrew is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Fee computed based on cents-per-share-deposited-into-the-account

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Frank McGrew’s Registration & Firm History

TN

10/27/2023 - Present

J.p. Morgan Securities LLC (Nashville TN)

IL

01/07/2020 - 05/21/2020

MCNALLY CAPITAL SECURITIES, LLC (CHICAGO IL)

IL

12/13/2016 - 01/03/2020

MCNALLY CAPITAL SECURITIES, LLC (Chicago IL)

TN

04/02/2012 - 09/08/2016

RAYMOND JAMES & ASSOCIATES, INC. (NASHVILLE TN)

TN

03/16/2010 - 04/02/2012

MORGAN KEEGAN & COMPANY, INC. (NASHVILLE TN)

TN

02/12/2003 - 03/09/2010

MORGAN JOSEPH & CO. INC. (NASHVILLE TN)

NY

09/20/1996 - 09/25/1997

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

09/28/1995 - 09/17/1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

Not sure if Frank Augustus McGrew is right for you?

Licenses & Designations

IA

Issued 10/25/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 09/14/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Frank Augustus McGrew.
Not sure if Frank Augustus McGrew is right for you?