Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg R. Sheppelman is a financial advisor with J.P. Morgan Securities LLC. Gregg has over 30 years of experience in the financial services industry. Gregg has a wide range of experience working with individual investors, corporations and institutions, and has earned a number of professional designations. Gregg is registered to provide investment advice in all 50 states and the District of Columbia.
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
IL
06/20/2017 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
03/06/2006 - 12/31/2016
WILLIAM BLAIR (CHICAGO IL)
NY
09/05/2003 - 10/10/2005
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
IL
02/01/1995 - 09/18/2003
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NA
12/14/1990 - 02/01/1995
KEMPER FINANCIAL SERVICES, INC.
IA
Issued 04/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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
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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