Geoffrey Waite
Investment Adviser Representative at J.p. Morgan Securities LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Geoffrey Waite is an investment adviser representative with J.p. Morgan Securities LLC in Chattanooga, TN, where they have been registered since 2024. They have worked in the securities industry since 2018 and have been registered with 4 firms, including Fisher Investments and Edward Jones. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Tennessee and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Tennessee, Texas
- Broker:
9 states and territories
Alabama, California, Georgia, New Jersey, North Carolina, Oregon, Tennessee, Texas, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2018 – Jan 2023Chattanooga, TN
- JCS Medical, LLCJun 2017 – Jan 2018Chattanooga, TN
- Charleston School of LawAug 2014 – May 2017Charleston, SC
- Wiles Law FirmJul 2016 – Mar 2017Charleston, SC
- Edward JonesApr 2023 – Jul 2023St Louis, MO
- Fisher InvestmentsJul 2023 – Jul 2024Tampa, FL
- J.p. Morgan Securities LLCNov 2024 – no end date reportedChattanooga, TN
- Jpmorgan Chase BANK, N.A.Nov 2024 – no end date reportedChattanooga, TN
- Bank of AmericaJan 2018 – Jan 2023Chattanooga, TN
- UnemployedFeb 2023 – Mar 2023Chattanooga, TN
- UnemployedAug 2024 – Oct 2024Chattanooga, TN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About J.p. Morgan Securities LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13,759
- Offices listed on AdvisorFinder:
- 25
- Main office:
- New York, NY
- SEC file number:
- 801-3702
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at J.p. Morgan Securities LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Geoffrey Waite has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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