Tanya Thompson zavala
Investment adviser representative at J.P. Morgan Securities LLC
15 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
15 years in the industry.
- JP Morgan Chase Bank, N.A.Mar 2023 to now
- J.P. Morgan Securities LLCMar 2021 to now
- JPMorgan Chase Bank, N.A.Mar 2021 to Mar 2023
- UnemployedNov 2020 to Feb 2021
- Equitable Advisors, LLCJul 2020 to Oct 2020
- Equitable Financial Life Insurance CoJul 2020 to Oct 2020
- J.P. Morgan Securities LLCAug 2015 to Jun 2020
- JPMorgan Chase Bank, N.A.May 2013 to Jun 2020
- Mounts EspressoSep 2011 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 6554279
- Firm CRD
- 79