Timothy Thomas Bonk
Investment adviser representative at J.P. Morgan Securities LLC
14 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Timothy Thomas Bonk? 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 LLCApr 2024 to now
- JPMorgan Chase Bank, N.A.Apr 2024 to now
- US Bancorp Investments IncApr 2020 to Mar 2024
- US Bank NAMar 2020 to Mar 2024
- TIAASep 2012 to Mar 2020
- TIAA-CREF Individual & Institutional Services, LLCSep 2012 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 5887553
- Firm CRD
- 79