Gregg G. Panski

CRD 4677436 · J.P. Morgan Securities LLC · Irvine, CA

IA RegisteredBroker

Also appears in the source record as: Gregg G Panski II; Gregg G Panski; Gregg Gerard Panski II; Gregg Gerard Panski; Gregg Panski

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 7Series 10Series 9Series 24Series 66
Registered states (1): Michigan
Years in the industry (source record): 20
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
Roy, MI · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Irvine, CA · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.
Birmingham, MI · IA capacity

Jan 26, 2022 → Jan 17, 2024
Charles Schwab & Co., Inc.
Birmingham, MI · BC capacity

Jan 26, 2022 → Jan 17, 2024
Td Ameritrade, Inc.
Birmingham, MI · BC capacity

Mar 10, 2017 → Jan 17, 2024
Td Ameritrade Investment Management, LLC
Birmingham, MI · IA capacity

Mar 10, 2017 → Sep 7, 2023
Td Ameritrade, Inc.
Birmingham, MI · IA capacity

Mar 10, 2017 → Oct 14, 2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Warren, MI · IA capacity

Jun 1, 2016 → Mar 2, 2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Warren, MI · BC capacity

May 20, 2016 → Mar 2, 2017
Adp Broker-Dealer, Inc.
Roseland, NJ · BC capacity

Sep 8, 2014 → Apr 27, 2016
Strategic Advisers, Inc.
Birmingham, MI · IA capacity

Aug 24, 2010 → Sep 18, 2014
Fidelity Brokerage Services LLC
Birmingham, MI · BC capacity

Apr 16, 2008 → Sep 15, 2014
Ubs Financial Services Inc.
Flint, MI · BC capacity

Feb 3, 2006 → Feb 22, 2008

Source & corrections

Where this page comes from

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