Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
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)
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
Active
Inactive
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
Not sure Frank McGrew is the right advisor for you? Invested Better is here to help.