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Jay Duy duc Do

Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
1 stateRegistered 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 LLCJan 2025 to now
  2. JPMorgan Chase Bank, N.A.Jan 2025 to now
  3. Fidelity Personal and Workplace AdvisorsNov 2023 to Jan 2025
  4. Fidelity Brokerage Services LLCSep 2023 to Jan 2025
  5. Fidelity InvestmentsSep 2023 to Jan 2025
  6. DoordashApr 2021 to Dec 2021
  7. GrubhubApr 2021 to Dec 2021
  8. InstacartApr 2021 to Dec 2021
  9. UberApr 2021 to Dec 2021
  10. Donedealtech LLCApr 2016 to Sep 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (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
7805810
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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