Tawa Torry, financial advisor Dallas TX
93 score

Tawa Torry

CRD Number: 5577881
Current Firm: J.p. Morgan Securities LLC

Tawa Torry (CRD# 5577881) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank Dallas, TX Dec 2015 - Current 1
Jpmorgan Securities LLC Dallas, TX Dec 2015 - Current 1
Fidelity Investments Westlake, TX May 2012 - Nov 2015 3
Compass Bank Arlington, TX Sep 2009 - May 2012 2
Bbva Compass Investment Solutions Inc. Arlington, TX Sep 2009 - May 2012 2
Td Ameritrade Fort Worth, TX Jul 2008 - Sep 2009 1
Corporate Purchasing Solutions Dallas, TX Jul 2008 - Jul 2008 < 1
Wells Fargo Bank Desoto, TX Jun 2007 - Jul 2008 1
Viewpoint Bank Plano, TX Dec 2005 - Jun 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Tawa N. Torry
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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