Greg Scharlott
Also appears in the source record as: Gregory Carl Scharlott
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (5)
- SIESeries 7Series 6Series 63Series 65
- Registered states (53)
- Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
- 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 (12)
From the source registration record · current first
-
start not retrieved → present
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start not retrieved → present
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Nationwide Investment Advisors, LLCColumbus, OH · IA capacityMar 10, 2016 → Oct 25, 2022
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Nationwide Investment Services CorporationGrandview Heights, OH · BC capacityAug 3, 2010 → Oct 25, 2022
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Nationwide Securities, LLCColumbus, OH · IA capacityFeb 8, 2012 → Mar 21, 2016
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Investment AdvisorsColumbus, OH · IA capacityNov 13, 2006 → Apr 7, 2010
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Proequities, Inc.Birmingham, AL · BC capacitySep 26, 2006 → Apr 7, 2010
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Investors Brokerage Services, Inc.Elgin, IL · BC capacityFeb 13, 2006 → Jul 12, 2006
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Jpmorgan Fleming Asset ManagementColumbus, OH · IA capacityJul 20, 2004 → Jan 27, 2005
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One Group Dealer Services, Inc.Columbus, OH · BC capacityJan 30, 2001 → Jan 4, 2005
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One Group Services Company (The)Brooklyn, OH · BC capacityJul 29, 1999 → Dec 31, 2000
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The Huntington Investment CompanyColumbus, OH · BC capacityOct 20, 1998 → Aug 17, 1999
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.