Thomas Edwin Queen
Investment adviser representative at J.P. Morgan Securities LLC
22 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- J.P. Morgan Securities LLCApr 2024 to now
- JPMorgan Chase Bank, N.A.Apr 2024 to now
- UnemployedFeb 2024 to Mar 2024
- Bank of America, N.A.Nov 2022 to Jan 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to Jan 2024
- Wells FargoSep 2022 to Nov 2022
- UnemployedMar 2021 to Aug 2022
- Bancwest Investment Services, Inc.Aug 2018 to Feb 2021
- Bank of the WestAug 2018 to Feb 2021
- Vanguard Marketing CorporationApr 2017 to Aug 2018
- Vanguard/the Vanguard Group, Inc.Apr 2017 to Aug 2018
- AmazonApr 2017 to Apr 2017
- Queen Insurance Group, LLCMar 2004 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2201616
- Firm CRD
- 79