Morgan Stanley
46yrs
Top advisor by experience in San Mateo
5yrs
Grant Liu
Financial advisor at J.P. Morgan Securities
Based in San Mateo, California, Grant Liu is a fiduciary financial advisor with 5 years of industry experience. Grant has been with J.P. Morgan Securities since 2025. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 354 advisors with offices in San Mateo, and one of 321 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office78 E 4th Ave, San Mateo, CA 94401
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
- Sep 2025 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Grant
(800) 999-2000Firm headquarters in New York, NY. Ask for Grant. 78 E 4th AveSan Mateo, CA 94401Office · Get directions Firm websitewealthpartners.jpmorgan.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Grant
Tailored to Grant’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 Grant
How do I contact Grant?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Grant Liu. Grant works from the San Mateo, CA office.
How long has Grant been a financial advisor?
Grant has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Grant hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Grant a fiduciary?
Grant is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Grant paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Grant 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.
Other advisors nearby
Grealish Investment Counseling
45yrs
Top 1% by experience in California
UBS Financial Services
45yrs
Top 1% by experience in California
UBS Financial Services
44yrs
Top 1% by experience in San Mateo
Gosho Financial Group
44yrs
Top 1% by experience in San Mateo
LPL Financial
43yrs
Top 1% by experience in California