James J. Tully
Investment adviser representative at J.P. Morgan Securities LLC
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$429.7BFirm assets
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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
13 years in the industry.
- J.P. Morgan Securities, LLCJan 2021 to now
- J.P. Morgan Chase Bank, N.A.Jan 2021 to now
- Capital Financial StrategiesSep 2020 to Dec 2020
- Minnesota Life Insurance CompanySep 2020 to Dec 2020
- Securian Financial Services IncSep 2020 to Dec 2020
- Charles Schwab & Co., Inc.May 2013 to Sep 2020
- Schwab Private Client Investment Advisory, Inc.May 2013 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (FL, GA, 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
- 2415922
- Firm CRD
- 79