J.P. Morgan Securities
47yrs
Top 1% by experience in Miami
5yrs
Patrick Grant
Financial advisor at J.P. Morgan Securities
Based in Miami, Florida, Patrick Grant is a fiduciary financial advisor with 5 years of industry experience. Patrick joined J.P. Morgan Securities in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 3158 advisors with offices in Miami, and one of 3035 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office12610 SW 120th St, Miami, FL 33186
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
- Apr 2025 – nowJ.P. Morgan Securities LLCCurrent firm
Questions to ask Patrick
Tailored to Patrick’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
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About Patrick
How do I contact Patrick?
Call J.P. Morgan Securities at 800-999-2000 and ask for Patrick Grant. Patrick works from the Miami, FL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Patrick hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Patrick 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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