Theodore Tellefsen, financial advisor Walnut Creek CA

Theodore Tellefsen

CRD Number: 2943684
Current Firm: J.p. Morgan Securities LLC

Theodore Tellefsen (CRD# 2943684) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Walnut Creek, CA and has over 26 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Jp Morgan Securities, LLC Walnut Creek, CA Sep 2019 - Current 4
Jp Morgan Chase Bank, N.a. Walnut Creek, CA Sep 2019 - Current 4
Unemployed Concord, CA Apr 2019 - Aug 2019 < 1
Aerotek Concord, CA Dec 2018 - Mar 2019 < 1
Unemployed Concord, CA Sep 2018 - Dec 2018 < 1
Lincoln Financial Advisors Corporation San Ramon, CA May 2014 - Aug 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1997
S65 NASAA Investment Advisors Law Examination Mar 2018
Contact Info for Theodore A. Tellefsen
Phone Number: 800-999-2000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, WY

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