Lombard Advisers
47yrs
Top advisor by experience in Baltimore
29yrs
Bryan Patrick Gately
Financial advisor at J.p. Morgan Securities
At a glance
Experience29 years (since 1998)
How that compares ?Top 6% by experience at J.p. Morgan Securities
Office650 S Exeter St Floor 09, Baltimore, MD 21202
How the firm is paid ?Percent of assets, Other
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.
Uniform Combined State Law Examination
Career
- 2023 – nowJ.p. Morgan Securities LLCCurrent firm
- 2016 – 2023Morgan StanleyPreviously
- Sep 2014 – Jun 2016Wells Fargo Clearing Services, LLCPreviously
- 1999 – 2014Transamerica Financial Advisors, LLCPreviously
Questions to ask Bryan
Tailored to Bryan’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Bryan
How do I contact Bryan?
Call J.p. Morgan Securities at 800-999-2000 and ask for Bryan Patrick Gately. Bryan works from the Baltimore, MD office.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 1998, about 29 years. Top 6% by experience at J.p. Morgan Securities.
What licenses does Bryan hold?
Series 66. Tap any license on this page to see what it allows.
Is Bryan a fiduciary?
Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryan paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Bryan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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