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Thomas Nesan

Investment adviser representative at J.P. Morgan Securities LLC
12 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

12 years in the industry.

  1. J.P. Morgan Securities LLCSep 2024 to now
  2. JPMorgan Chase Bank, NAJul 2024 to now
  3. JPMorgan Securities LLCJul 2024 to now
  4. UnemployedJun 2024 to Jun 2024
  5. FlemingsNov 2023 to May 2024
  6. JPMorgan Chase Bank, NAJun 2023 to Aug 2023
  7. RsmJan 2023 to Mar 2023
  8. ChilisJun 2022 to Dec 2022
  9. Great Pacific SecuritiesDec 2021 to Feb 2022
  10. University of CaliforniaSep 2020 to May 2024
  11. Chefs of New YorkFeb 2020 to Sep 2021
  12. UnemployedSep 2019 to Jan 2020
  13. McdonaldsJul 2018 to Aug 2019
  14. UnemployedJul 2014 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

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
7955226
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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