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Tyler H. Spence

Investment adviser representative at J.P. Morgan Securities LLC
10 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

10 years in the industry.

  1. J.P. Morgan Securities LLCApr 2026 to now
  2. JPMorgan Chase Bank, N.A.Apr 2026 to now
  3. Raymond JamesJan 2022 to Feb 2026
  4. Wells Fargo/wells Fargo AdvisorsJul 2017 to Jan 2022
  5. Edward JonesJun 2016 to Jul 2017

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 2 states (LA, 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
6577533
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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