Thomas King Truong
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.
- J.P. Morgan Securities LLCOct 2022 to now
- JPMorgan Chase Bank NAJul 2021 to now
- JPMorgan Securities LLCJul 2021 to now
- UnemployedJun 2021 to Jun 2021
- Equitable Advisors, LLCDec 2020 to May 2021
- Equitable Financial Life Insurance CoDec 2020 to May 2021
- Five Forks AcademyMay 2018 to Aug 2019
- American Reads/america CountsNov 2017 to Nov 2020
- Mercer UniversityAug 2017 to Dec 2020
- DoordashJun 2017 to May 2021
- UnemployedJul 2011 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7315767
- Firm CRD
- 79