Jack Gray has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Boston, Massachusetts. After less than a year at Equitable Advisors, Jack joined J.P. Morgan Securities in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Services through J.P. Morgan Securities
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
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
- Oct 2023 – Jan 2024Equitable Advisors, LLCPreviously
Contact Jack
Local office(617) 223-4645Ask for Jack. (800) 999-2000Main office · New York, NY 50 Rowes Wharf 4th FloorBoston, MA 02110Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Jack
Tailored to Jack’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
About Jack
How do I contact Jack?
Call Jack’s local office at (617) 223-4645 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Jack Gray.
How long has Jack been a financial advisor?
Jack has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Jack hold?
Series 66. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jack 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.