Timothy Filipi Cahyadi
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.
- J.P. Morgan Securities LLCJul 2024 to now
- JPMorgan Chase Bank, N.A.Jul 2024 to now
- UnemployedJun 2024 to Jun 2024
- Cresset Asset Management, LLCApr 2024 to May 2024
- JP Morgan Chase Bank, N.A.Oct 2023 to Apr 2024
- J.P. Morgan Securities LLCJul 2023 to Apr 2024
- First Republic Investment Management, IncAug 2022 to Apr 2024
- First Republic Securities Company, LLCAug 2022 to Jul 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2022 to Aug 2022
- UnemployedDec 2021 to Mar 2022
- JPMorgan Chase Bank, N.A.Oct 2020 to Nov 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2018 to Oct 2020
- Robertson Stephens LLCDec 2016 to Jan 2018
- University of California BerkeleyJul 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 6936311
- Firm CRD
- 79