Advisor at J.P. Morgan Securities
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Firm
J.P. Morgan Securities
Location
Opelousas, LA 70570
Credentials
Series 66
Industry experience
27 years
Thomas Banks is a financial advisor at J.P. Morgan Securities with a Series 66 designation and 27 years of industry experience. He has been with JPMorgan Chase Bank, N.A. since 1999 and with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and centralized due diligence.
Based on J.P. Morgan Securities
$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable
Account minimum: $25 million
1737 S. Union St.
Opelousas, LA 70570
Louisiana · Texas
J.P. Morgan Securities
2012 - Present (14 years)
JPMorgan Chase Bank, N.A.
1999 - Present (27 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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