Thomas Monnay
Financial advisor at J.P. Morgan Securities LLC · North Miami Beach, FL
Last updated 2026-10-10
Claim your profileThomas Monnay is a financial advisor at J.P. Morgan Securities LLC in North Miami Beach, FL, CRD 5714501. Licenses and exams on the registration: Series 63, Series 65. First registered 2010-09-15.
Registration
- CRD number
- 5714501
- Registration status
- Active
- First registered
- 2010-09-15
- Years of experience
- 16
- States registered
- FL, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2011-10 to 2018-12 · Bank of America, N.A. · Plantation, FL
- 2011-10 to 2018-12 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Plantation, FL
- 2019-01 to Present · Jp Morgan Securities, LLC · Miami, FL
- 2019-01 to Present · Jp Morgan Chase Bank, N.A. · Miami, FL
Current employment
- J.P. Morgan Securities LLC · New York, NY
J.P. Morgan Securities LLC
- Regulatory AUM
- $429,694,491,042
- Registered advisors
- 14,334
- Offices
- 5,886
- Clients per advisor
- 87.0 (Moderate)
- Average AUM per client
- $344.7K (Low)
- High-net-worth client ratio
- 28.6% (Moderate)
J.P. Morgan Securities LLC: advisors, services and reported ETF investments
What this firm offers
Filed by J.P. Morgan Securities LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Futures Commission Merchant
- Insurance Broker or Agent
- Registered Security-Based Swap Dealer
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Security-Based Swap Dealer
- Commodity Pool Operator or CTA
- Futures Commission Merchant
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
1790 NE Miami Gardens Dr, North Miami Beach, FL 33179
2 advisors at this office.
Contact
The firm's filed contact details.
Official record
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