Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top 1% by experience in Naples
19yrs
Richard E Grows
Financial advisor at J.p. Morgan Securities
At a glance
Experience19 years (since 2007)
How that compares ?Top 20% by experience at J.p. Morgan Securities
Office850 Park Shore Dr, Naples, FL 34103
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 Investment Adviser Law Examination
Uniform Combined State Law Examination
Career
- 2023 – nowJ.p. Morgan Securities LLCCurrent firm
- Nov 2007 – Oct 2008J.p. Morgan Securities Inc.Previously
Questions to ask Richard
Tailored to Richard’s registration and firm.
- 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 Richard
How do I contact Richard?
Call J.p. Morgan Securities at 800-999-2000 and ask for Richard E Grows. Richard works from the Naples, FL office.
How long has Richard been a financial advisor?
Richard has been in the industry since 2007, about 19 years. Top 20% by experience at J.p. Morgan Securities.
What licenses does Richard hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Richard a fiduciary?
Richard is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Richard paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Richard 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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