Arda Kara Thomas
Investment adviser representative at J.P. Morgan Securities LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$429.7BFirm assets
Are you Arda Kara Thomas? 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
14 years in the industry.
- J.P. Morgan Securities LLCDec 2019 to now
- JP Morgan Chase Bank, N.A.Dec 2019 to now
- Bank of America N.A.Oct 2018 to Nov 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to Nov 2019
- UnemployedMar 2018 to Oct 2018
- Scottrade Investment ManagementMar 2017 to Mar 2018
- Scottrade, Inc.Mar 2017 to Mar 2018
- TD Ameritrade Investment Management, LLCJan 2012 to Mar 2017
- TD Ameritrade, Inc.Jan 2012 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 4992581
- Firm CRD
- 79