Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Bartlett is a financial advisor with over 15 years of experience in the industry. Grant is currently registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Grant previously worked with First Republic Securities Company, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Sanders Morris Harris Inc., TD Ameritrade, Inc. and E*TRADE Securities LLC. Grant has a Series 7, Series 66 and SIE licenses. Grant specializes in providing financial advice to individuals and businesses.
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
DC
05/23/2024 - Present
J.p. Morgan Securities LLC (Washington DC)
DC
05/24/2019 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Washington DC)
DC
02/01/2016 - 05/28/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
VA
11/24/2008 - 08/07/2012
SANDERS MORRIS HARRIS INC. (FAIRFAX VA)
MD
08/07/2007 - 10/10/2008
TD AMERITRADE, INC. (BETHESDA MD)
DC
03/08/2006 - 08/14/2007
E*TRADE SECURITIES LLC (WASHINGTON DC)
MN
05/21/2004 - 01/04/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
05/21/2004 - 01/04/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2016
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
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