Malcolm Thomas, financial advisor San Antonio TX
93 score

Malcolm Thomas

CRD Number: 1833205
Current Firm: J.p. Morgan Securities LLC

Malcolm Thomas (CRD# 1833205) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Antonio, TX and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC San Antonio, TX Oct 2012 - Current 4
Jp Morgan Chase Bank San Antonio, TX Sep 2011 - Current 5
Personal (vending Business) San Antonio, TX Jul 2011 - Jun 2013 1
Chase Investment Services Corp San Antonio, TX Sep 2011 - Oct 2012 1
Unemployed San Antonio, TX Jan 2011 - Sep 2011 < 1
Swbc Investment Services San Antonio, TX Jan 2010 - Jan 2011 1
Financial Network El Segundo, CA Mar 2008 - Jan 2010 1
Unemployed San Antonio, TX Jan 2008 - Mar 2008 < 1
Usaa Financial Advisors, Inc. San Antonio, TX Sep 2007 - Jan 2008 < 1
Usaa Life Insurance Company San Antonio, TX Sep 2007 - Jan 2008 < 1
Usaa Investment Management Company San Antonio, TX Aug 1998 - Jan 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1988
S65 NASAA Investment Advisors Law Examination Aug 2002
Contact Info for Malcolm E. Thomas
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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