Theodore Peroulakis
Investment adviser representative at J.P. Morgan Securities LLC
15 yearsExperience
3 statesRegistered in
ChFC®, CFP® certificationDesignations
$429.7BFirm assets
Are you Theodore Peroulakis? Claim your profile
Contact this firm
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
15 years in the industry.
- J.P. Morgan Securities LLCFeb 2020 to now
- JPMorgan Chase Bank, NAFeb 2020 to now
- JPMorgan Securities, LLC.Feb 2020 to now
- Bank of America, N.A.Jul 2011 to Feb 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2011 to Feb 2020
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (FL, NM, 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
- 2755676
- Firm CRD
- 79