Donovon Tracy Toomer
Investment adviser representative at J.P. Morgan Securities LLC
13 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Donovon Tracy Toomer? Claim your profile
Contact this firm
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 LLCJul 2023 to now
- JPMorgan Chase Bank, N.A.Jul 2023 to now
- UnemployedJun 2023 to Jun 2023
- JP Morgan ChaseJun 2022 to Aug 2022
- JP Morgan ChaseJun 2021 to Jul 2021
- Greek Traditions LLCMar 2020 to May 2023
- University of South CarolinaAug 2019 to May 2023
- UnemployedJul 2013 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7782763
- Firm CRD
- 79