UBS Financial Services
46yrs
Top advisor by experience in Rochester
8yrs
Jared Greagan
Financial advisor at J.P. Morgan Securities
Jared Greagan has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Rochester, New York. Jared has been with J.P. Morgan Securities since 2023. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 988 advisors with offices in Rochester, and one of 828 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1575 East Henrietta Road, Rochester, NY 14623
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
Contact Jared
(800) 999-2000Firm headquarters in New York, NY. Ask for Jared. 1575 East Henrietta RoadRochester, NY 14623Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Jared
Tailored to Jared’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 Jared
How do I contact Jared?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Jared Greagan. Jared works from the Rochester, NY office.
How long has Jared been a financial advisor?
Jared has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Jared hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jared a fiduciary?
Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jared paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jared 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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