Ian Kelly-thomas
Investment adviser representative at J.P. Morgan Securities LLC
11 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
11 years in the industry.
- J.P. Morgan Securities LLCFeb 2026 to now
- JPMorgan Chase Bank, N.A.Feb 2026 to now
- Point Loma Nazarene UniversityMay 2025 to now
- FinraJun 2024 to now
- Ikt Holdings, Inc.Mar 2019 to now
- Tootris, LLCOct 2025 to Oct 2025
- Aquillius CorporationMar 2025 to Apr 2025
- Tadich CapitalMay 2024 to Mar 2026
- Affinity Financial AdvisorsMar 2019 to Jan 2020
- Cetera Financial GroupMar 2015 to Mar 2019
- First Allied SecuritiesMar 2015 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 63 · Uniform Securities Agent State Law2026
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
- 5045540
- Firm CRD
- 79