Julia Ariel Toma
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCApr 2026 to now
- JPMorgan Chase Bank, N.A.Apr 2026 to now
- Pageant Coaching & DesignsDec 2024 to now
- Canterbury ConsultingJun 2022 to Mar 2026
- Bj's RestaurantAug 2021 to Jun 2022
- Chapman UniversityAug 2020 to Dec 2022
- UnemployedNov 2019 to Jul 2020
- Starbucks Coffee CompanyApr 2019 to Oct 2019
- UnemployedJan 2019 to Mar 2019
- Olive GardenMar 2018 to Dec 2018
- UnemployedSep 2017 to Feb 2018
- Bath & Body WorksNov 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8262840
- Firm CRD
- 79