Thomas Santos
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Thomas Santos? 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
11 years in the industry.
- J.P. Morgan Securities LLCMar 2026 to now
- JPMorgan Chase Bank, N.A.Mar 2026 to now
- Bank of AmericaSep 2024 to Mar 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to Mar 2026
- R & B Sales and Marketing IncAug 2023 to Feb 2024
- Tetronic IndustriesAug 2023 to Feb 2024
- Sunrun IncMay 2023 to Oct 2023
- Omada Health IncJun 2021 to Oct 2021
- San Jose Country ClubSep 2019 to Sep 2023
- Kennolyn CampsAug 2019 to Aug 2019
- San Jose State UniversityAug 2018 to May 2023
- Bank of WestJul 2018 to Jan 2019
- The Institute Golf ClubMay 2018 to Feb 2026
- Cinnabar Hills Golf ClubJun 2017 to Jul 2017
- Aaa Tree CareJun 2015 to Feb 2026
- Youth On CourseJun 2015 to Jul 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
- 7991671
- Firm CRD
- 79