The Blakeley Group
47yrs
Top advisor by experience in Santa Clara
32yrs
Jerrad Forman
Financial advisor at J.P. Morgan Securities
Based in Santa Clara, California, Jerrad Forman is a financial advisor with 32 years of industry experience. Jerrad has been with J.P. Morgan Securities since 2012; before that, Jerrad spent three years at Chase Investment Services and three years at Wamu Investments. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
At a glance
Experience32 years (since 1994)
How that compares ?Top 3% by experience at J.P. Morgan Securities
Office3057 Stevens Creek Blvd, Santa Clara, CA 95050
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2012 – nowJ.P. Morgan Securities LLCCurrent firm
- 2009 – 2012Chase Investment Services Corp.Previously
- 2006 – 2009Wamu Investments, Inc.Previously
Contact Jerrad
(800) 999-2000Firm headquarters in New York, NY. Ask for Jerrad. 3057 Stevens Creek BlvdSanta Clara, CA 95050Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Jerrad
Tailored to Jerrad’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jerrad
How do I contact Jerrad?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Jerrad Forman. Jerrad works from the Santa Clara, CA office.
How long has Jerrad been a financial advisor?
Jerrad has been in the industry since 1994, about 32 years. Top 3% by experience at J.P. Morgan Securities.
What licenses does Jerrad hold?
Series 63. Tap any license on this page to see what it allows.
Is Jerrad a fiduciary?
Jerrad is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jerrad paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jerrad for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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