John Street
Advisor at J.P. Morgan Securities
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at J.P. Morgan Securities
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Augusta, GA 30909
Credentials
Series 66
Industry experience
19 years
John Street is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Merrill and Bank of America, among others. Outside of his advisory work, he is involved in several entertainment-related activities including acting in dinner theatre, hosting trivia games, guiding ghost tours, working in golf tournament materials handling, and supporting a minor league baseball team’s press operations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary wealth advisory services supported by an in-house manager solutions team and centralized due diligence.
Based on J.P. Morgan Securities
$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable
Account minimum: $25 million
2805 Washington Rd
Augusta, GA 30909
Georgia
Dinner Detective
2026 - Present (1 year)
Top Shelf Trivia
2026 - Present (1 year)
US Ghost Adventures
2026 - Present (1 year)
J.P. Morgan Securities
2025 - Present (1 year)
JPMorgan Chase BAnk, N.A.
2025 - Present (1 year)
Augusta National Golf Club
2025 - 2025 (1 year)
Harvest Wealth Group
2025 - 2025 (1 year)
DBH Augusta LLC
2024 - Present (2 years)
Bank Of America, N.A.
2022 - 2024 (2 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2022 - 2024 (2 years)
St Augustine Historical Tours
2021 - 2022 (1 year)
Minnesota Life Insurance Company
2020 - 2021 (1 year)
Capital Financial Strategies
2020 - 2021 (1 year)
The Bailey Group
2019 - 2020 (1 year)
New York Life Insurance Agents
2018 - 2019 (1 year)
Navy Federal Financial Group, LLC
2017 - 2019 (2 years)
Madden Advisory
2017 - 2017 (1 year)
Business Planning Concepts
2016 - 2017 (1 year)
Unemployed
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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