Jonathan Gallashaw

CRD 5120687 · J.P. Morgan Securities LLC · Ardsley, NY

IA RegisteredBroker

Also appears in the source record as: Jonathan C; Jonathan Christopher Gallashaw; Gallashaw Christopher Jonathan

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 65Series 63
Registered states (9): California · Connecticut · Florida · Indiana · New Jersey · New York · Pennsylvania · Puerto Rico · Texas
Years in the industry (source record): 18
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 (16)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Ardsley, NY · IA capacity

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

start not retrieved → present
Charles Schwab & Co., Inc.
Scarsdale, NY · IA capacity

Jan 26, 2022 → Dec 3, 2025
Charles Schwab & Co., Inc.
Scarsdale, NY · BC capacity

Jan 26, 2022 → Dec 3, 2025
Td Ameritrade, Inc.
Scarsdale, NY · BC capacity

Aug 6, 2021 → Jul 29, 2024
Td Ameritrade Investment Management, LLC
Scarsdale, NY · IA capacity

Aug 7, 2021 → Sep 7, 2023
Td Ameritrade, Inc.
Scarsdale, NY · IA capacity

Aug 7, 2021 → Oct 14, 2022
Advice And Planning Services
White Plains, NY · IA capacity

Feb 2, 2016 → Nov 5, 2020
Tiaa-Cref Individual & Institutional Services, LLC
White Plains, NY · BC capacity

Feb 2, 2016 → Nov 5, 2020
Capital One Advisors, LLC
Seattle, WA · IA capacity

Jan 28, 2015 → Jan 25, 2016
Capital One Investing, LLC
New York, NY · BC capacity

Jan 2, 2015 → Jan 25, 2016
Capital One Financial Advisors LLC
New York, NY · IA capacity

Dec 19, 2012 → Jan 28, 2015
Capital One Investment Services LLC
New York, NY · BC capacity

Dec 19, 2012 → Jan 2, 2015
Chase Investment Services Corp.
New York, NY · IA capacity

Jun 26, 2012 → Oct 1, 2012
Chase Investment Services Corp.
New York, NY · BC capacity

Aug 4, 2008 → Oct 1, 2012
First Republic Group, LLC
New York, NY · BC capacity

Jan 22, 2007 → May 5, 2008

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5120687 ↗ FINRA BrokerCheck record for CRD 5120687 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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