Tonya K. Henry
Investment adviser representative at J.P. Morgan Securities LLC
8 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
8 years in the industry.
- J.P. Morgan Securities LLCDec 2024 to now
- JPMorgan Chase Bank, N.A.Dec 2024 to now
- Morgan StanleyJan 2024 to Sep 2024
- Equitable Advisors, LLCAug 2023 to Nov 2023
- Equitable Financial Life Insurance CoAug 2023 to Nov 2023
- Love Intox, LLCJun 2022 to Sep 2024
- UnemployedFeb 2022 to May 2022
- American ExpressSep 2021 to Jan 2022
- UnemployedAug 2021 to Aug 2021
- Newrez, LLCJan 2021 to Jul 2021
- UnemployedDec 2020 to Dec 2020
- Capital OneJul 2018 to Nov 2020
- UnemployedMay 2018 to Jun 2018
- Credit AcceptanceNov 2017 to Apr 2018
- American ExpressMay 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7790427
- Firm CRD
- 79