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John Blake McCrary

J.p. Morgan Securities LLC

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About John Blake McCrary

John Blake McCrary is a financial advisor with over 24 years of experience in the financial services industry. John is currently registered with J.P. Morgan Securities LLC and is licensed to provide financial advice in Georgia and Texas. John has held previous positions with Thrivent Investment Management Inc., ProEquities, Inc., Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation, Cetera Advisors LLC, Cambridge Investment Research, Inc., Pacific Select Distributors, Inc., FSC Securities Corporation, AmSouth Investment Services, Inc., Waterhouse Securities, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. John holds the Series 63, Series 65, Series 7, Series 8, Series 9, Series 10, and Series 24 licenses. John specializes in providing financial advice to individuals, corporations, and charitable organizations.

Firm Information

John McCrary 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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John McCrary’s Registration & Firm History

GA

09/13/2024 - Present

J.p. Morgan Securities LLC (Atlanta GA)

TN

09/01/2020 - 03/31/2022

THRIVENT INVESTMENT MANAGEMENT INC. (Nashville TN)

AL

09/01/2017 - 11/20/2018

PROEQUITIES, INC. (BIRMINGHAM AL)

IN

05/25/2016 - 09/12/2017

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

05/25/2016 - 09/12/2017

LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)

CO

12/23/2013 - 04/18/2015

CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)

IA

05/15/2003 - 09/10/2013

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

CA

02/14/2002 - 05/07/2003

PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)

GA

06/26/2000 - 02/12/2002

FSC SECURITIES CORPORATION (ATLANTA GA)

AL

03/10/1998 - 06/13/2000

AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)

NE

04/16/1996 - 03/09/1998

WATERHOUSE SECURITIES, INC. (OMAHA NE)

MN

01/05/1995 - 03/22/1996

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/05/1995 - 03/22/1996

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 09/13/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/12/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/20/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/09/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/16/1998

Series 24 - General Securities Principal Examination

BC

Issued 07/17/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/1995

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 John Blake McCrary.
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