Gregory Argyres (CRD# 4836917) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Francisco, CA and has over 19 years of experience in the finance industry.
CRD# 6424586
Global Retirement Partners LLC
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Chase Bank, N.a. | San Francisco, CA | Oct 2023 - Current | < 1 |
| J.p. Morgan Securities LLC | San Francisco, CA | Sep 2023 - Current | < 1 |
| First Republic Investment Management, Inc. | San Francisco, CA | Nov 2022 - Current | 1 |
| First Republic Securities Company, LLC | San Francisco, CA | Nov 2022 - Sep 2023 | < 1 |
| Bank Of America, N.a. | San Francisco, CA | Mar 2012 - Nov 2022 | 10 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco, CA | Aug 2007 - Nov 2022 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
- CA
- TX
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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