Robert W. Baird & Co.
47yrs
Top advisor by experience in Pittsburgh
30yrs
Gregory Walsh
Financial advisor at J.P. Morgan Securities
Gregory Walsh has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Pittsburgh, Pennsylvania. Gregory joined J.P. Morgan Securities in 2023, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 1545 advisors with offices in Pittsburgh, and one of 1407 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 5% by experience at J.P. Morgan Securities
Office1815 Washington Rd, Pittsburgh, PA 15241
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
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.
Career
- 2023 – nowJ.P. Morgan Securities LLCCurrent firm
Questions to ask Gregory
Tailored to Gregory’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 Gregory
How do I contact Gregory?
Call J.P. Morgan Securities at 800-999-2000 and ask for Gregory Walsh. Gregory works from the Pittsburgh, PA office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 1996, about 30 years. Top 5% by experience at J.P. Morgan Securities.
What licenses does Gregory hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Gregory 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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