Van Tran
Investment adviser representative at J.P. Morgan Securities LLC
12 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Van Tran? 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
12 years in the industry.
- Newgen Tax LawAug 2024 to now
- J.P. Morgan Securities LLCNov 2022 to now
- VanovationsDec 2017 to now
- David's Bridal, Inc.Nov 2018 to Apr 2019
- Merrill Lynch / Bank of America CorporationJul 2014 to Nov 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2014 to Nov 2022
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5541269
- Firm CRD
- 79