Russell L Thomas
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
1 stateRegistered 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 LLCOct 2024 to now
- JPMorgan Chase Bank, N.A.Oct 2024 to now
- Huntington National BankAug 2022 to Sep 2024
- The Huntington Investment CompanyJul 2022 to Oct 2024
- J.P. Morgan Securities LLCMar 2019 to Aug 2022
- JPMorgan Chase Bank, N.A.Mar 2019 to Aug 2022
- Catholic Diocese of SaginawJul 2017 to Mar 2019
- Bankers Life Advisory Services, Inc.Apr 2016 to Aug 2017
- Bankers Life Securities, IncJan 2016 to Aug 2017
- Bankers Life & Casualty / Bankers LifeAug 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5786921
- Firm CRD
- 79