Jonathan Matthew Thomas
Investment adviser representative at J.P. Morgan Securities LLC
13 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
13 years in the industry.
- J.P. Morgan Securities LLCOct 2025 to now
- JPMorgan Chase Bank, N.A.Oct 2025 to now
- UnemployedAug 2025 to Sep 2025
- Bank of America, N.A.Jan 2018 to Jul 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2018 to Jul 2025
- SprintNov 2017 to Jan 2018
- Coliseum Lexus of OaklandOct 2017 to Nov 2017
- UnemployedSep 2017 to Sep 2017
- Bank of AmericaFeb 2017 to Aug 2017
- Wells Fargo AdvisorsJun 2013 to Feb 2017
- Wells Fargo Bank NAJun 2013 to Feb 2017
- Wells Fargo Clearing Services, LLCJun 2013 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2018
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
- 6327174
- Firm CRD
- 79