Thiago Silva Machado
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 LLCSep 2022 to now
- JPMorgan Chase Bank, NASep 2022 to now
- Varsity TutorsApr 2025 to Sep 2025
- Morgan StanleyJun 2022 to Sep 2022
- JPMorgan Chase Bank NANov 2020 to Jun 2022
- JPMorgan Securities LLCNov 2020 to Jun 2022
- Fs Swimming PoolsJun 2020 to Oct 2020
- Bank of AmericaJun 2019 to Aug 2019
- Clean Touch GroupMay 2014 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
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
- 6060911
- Firm CRD
- 79