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Gerard A Reddy

J.p. Morgan Securities LLC

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About Gerard A Reddy

Gerard Reddy is a financial advisor with J.P. Morgan Securities LLC, located in Rockville Centre, NY. Gerard is a seasoned professional with over 20 years of experience in the financial services industry. Prior to joining J.P. Morgan Securities LLC, Gerard was with Chase Investment Services Corp. and WAMU Investments, Inc. Gerard holds the Series 7, Series 24, Series 63, and Series 65 licenses and has a strong background in securities, investment advisory, and financial planning. Gerard is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Gerard Reddy 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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percentage of assets

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

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other

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

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Gerard Reddy’s Registration & Firm History

NY

10/01/2012 - Present

J.p. Morgan Securities LLC (ROCKVILLE CENTRE NY)

NY

05/02/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

NY

12/21/2005 - 05/02/2009

WAMU INVESTMENTS, INC. (UNIONDALE NY)

MN

08/27/2004 - 08/19/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

08/27/2004 - 08/19/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

IL

12/19/2003 - 08/16/2004

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

MN

07/11/2001 - 12/19/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/11/2001 - 12/19/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NY

02/28/2000 - 04/17/2001

THE DREYFUS SERVICE CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/02/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/24/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/25/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 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

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 Gerard A Reddy.
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