Jason Matthew Gere

CRD 2936862 · J.P. Morgan Securities LLC · New York, NY

IA RegisteredBroker

Also appears in the source record as: Jason M Gere

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 86Series 87Series 7Series 66Series 63
Registered states (25): Arizona · California · Colorado · Connecticut · Delaware · Florida · Georgia · Illinois · Louisiana · Maryland · Massachusetts · Montana · Nevada · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Virginia
Years in the industry (source record): 26
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (13)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
New York, NY · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
New York, NY · BC capacity

start not retrieved → present
Equitable Advisors, LLC
New York, NY · IA capacity

Feb 11, 2020 → Sep 14, 2022
Equitable Advisors, LLC
New York, NY · BC capacity

Dec 9, 2019 → Sep 14, 2022
Keybanc Capital Markets Inc.
New York, NY · BC capacity

Sep 3, 2013 → May 23, 2018
Rbc Capital Markets, LLC
New York, NY · BC capacity

Apr 7, 2009 → Jul 29, 2013
Wachovia Capital Markets, LLC
New York, NY · BC capacity

Oct 1, 2007 → Feb 11, 2009
A. G. Edwards & Sons, Inc.
St. Louis, MO · BC capacity

Mar 8, 2004 → Oct 1, 2007
Prudential Equity Group, LLC
New York, NY · BC capacity

Feb 4, 2002 → Mar 10, 2004
Salomon Smith Barney Inc.
New York, NY · BC capacity

Apr 24, 2000 → Jan 30, 2002
Banc Of America Securities LLC
New York, NY · BC capacity

Feb 12, 1999 → Apr 3, 2000
First Albany Corporation
New York, NY · BC capacity

Oct 7, 1998 → Mar 2, 1999
Citicorp Securities, Inc.
New York, NY · BC capacity

Oct 8, 1997 → Sep 23, 1998

Source & corrections

Where this page comes from

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