Thomas TourekCRD Number: 3024226
Current Firm: J.p. Morgan Securities LLC
Thomas Tourek (CRD# 3024226) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sun City West, AZ and has over 11 years of experience in the finance industry.
Triad Advisors, Inc.
Barnes Investment Advisory Inc.
Foothills Financial Planning, Inc.
|J.p. Morgan Securities LLC||Sun City West, AZ||Nov 2013 - Current||3|
|Turning Point Enterprises LLC||Phoenix, AZ||May 2010 - Current||7|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chandler, AZ||Mar 2013 - Nov 2013||< 1|
|Bank Of America, N.a.||Chandler, AZ||Mar 2013 - Nov 2013||< 1|
|Allstate Insurance Company||Tempe, AZ||Sep 2012 - Jan 2013||< 1|
|Charles Schwab Bank||Phoenix, AZ||Apr 2008 - Sep 2010||2|
|Charles Schwab & Company, Inc.||Phoenix, AZ||Sep 2007 - Sep 2010||3|
|Rbc Dain Rauscher||Peoria, AZ||Jun 2005 - Sep 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2012|
|S65||NASAA Investment Advisors Law Examination||Apr 2013|
|S66||NASAA Uniform Combined State Law Examination||Aug 2005|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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