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Toribio Tedin

Advisor at J.P. Morgan Securities

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J.P. Morgan Securities logo

Firm

J.P. Morgan Securities

Location

Miami, FL 33131

Credentials

Series 63, Series 65

Industry experience

7 years

About

Toribio Tedin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously at Citibank from 2011 to 2018. Outside of finance, he is a partial owner of two family-owned private schools in Argentina, Colegio San Teresa and Colegio San Lucas Nordelta, with no active management responsibilities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory programs supported by an in-house manager solutions team and centralized due diligence.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

1450 Brickell Ave, Floors 17th & 18th

Miami, FL 33131

Most active in

Florida · Texas

Work history

Jpmorgan Securities LLC

2018 - Present (8 years)

JPMorgan Chase bank NA

2018 - Present (8 years)

Citibank

2011 - 2018 (7 years)

Colegio San Lucas Nordelta

2007 - Present (19 years)

Colegio San Teresa

1979 - Present (47 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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