John B. Mccrary
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
John Blake Mccrary, who also goes by Blake Mccrary, John Blake Mccrary, John Mccrary, J. Blake Mccrary, John Blakely Mccrary, was a registered financial professional .
John is a previously registered financial professional and started their career in finance in 1995. John had worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10, Series 9, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 13, 2024 - April 3, 2026
J.P. MORGAN SECURITIES LLC
April 21, 2022 - April 3, 2026
J.P. MORGAN SECURITIES LLC
September 1, 2020 - March 31, 2022
THRIVENT INVESTMENT MANAGEMENT INC.
September 6, 2017 - November 20, 2018
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
September 1, 2017 - November 20, 2018
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
May 26, 2016 - September 12, 2017
OSAIC FS, INC.
May 25, 2016 - September 12, 2017
OSAIC FS, INC.
May 25, 2016 - September 12, 2017
OSAIC FA, INC.
December 26, 2013 - April 18, 2015
CETERA ADVISORS LLC
December 23, 2013 - April 18, 2015
CETERA ADVISORS LLC
March 28, 2005 - October 11, 2013
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
May 16, 2003 - March 28, 2005
CAMBRIDGE INVESTMENT RESEARCH, INC.
May 15, 2003 - September 10, 2013
CAMBRIDGE INVESTMENT RESEARCH, INC.
February 14, 2002 - May 7, 2003
PACIFIC SELECT DISTRIBUTORS, LLC
June 26, 2000 - February 12, 2002
FSC SECURITIES CORPORATION
March 10, 1998 - June 13, 2000
AMSOUTH INVESTMENT SERVICES, INC.
April 16, 1996 - March 9, 1998
TD AMERITRADE, INC.
January 5, 1995 - March 22, 1996
IDS LIFE INSURANCE COMPANY
January 5, 1995 - March 22, 1996
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
J.P. MORGAN SECURITIES LLC
CRD#: 79 / SEC#: 801-3702, 8-35008
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 8
Date: 7/17/1997
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
J.P. MORGAN SECURITIES LLC
CRD#: 79 / SEC#: 801-3702, 8-35008
Contact information
SEC notice filing (52 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| J.P. MORGAN BROKER-DEALER HOLDINGS INC. | MEMBER | |
| AIDELSON, DAVID | CHIEF LEGAL OFFICER | 7884539 |
| ALAOUI ABDALLAOUI, RACHID | CEO, CHAIR, ELECTED MANAGER | 7122597 |
| BISESI, BRIAN J | ELECTED MANAGER | 3090554 |
| CHOI, MICHAEL | CHIEF COMPLIANCE OFFICER - REGISTERED INVESTMENT ADVISER | 6597789 |
| COLAVITA, MOLLIE | ELECTED MANAGER | 1875615 |
| COLLINS, JAMES MICHAEL | CHIEF FINANCIAL OFFICER | 2725065 |
| DEMPSEY, PATRICK PAUL | TREASURER | 2830362 |
| ENGLANDER, ADAM F | ELECTED MANAGER | 2941059 |
| FOLEY, KEVIN J | ELECTED MANAGER | 4012244 |
| KLION, ROGER | CHIEF OPERATING OFFICER | 5082261 |
| MCCRUM, CARRIE | ELECTED MANAGER | 7675791 |
| SABLE, MATTHEW D | ELECTED MANAGER | 4835849 |
| TEPPER, ERIC D. | ELECTED MANAGER | 2242377 |
| VIENICK, PAUL | ELECTED MANAGER | 2212982 |
| VILLWOCK, DAVID S | CHIEF COMPLIANCE OFFICER - BROKER DEALER | 8071637 |
Regulatory assets under management
| Total Number of Accounts | 1,055,400 |
| AUM (Assets Under Management) | $ 352,605,441,286 |
Disclosures
| Regulatory Event | 393 |
| Civil Event | 9 |
| Arbitration | 144 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/25/2025 | ||
| 10/25/2024 | ||
| 11/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
