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Derek Stump

Advisor at J.P. Morgan Securities — Arlington, WA N Olympic Ave

Updated today

Credentials

Series 66

Experience

3 years

Location

Arlington, WA 98223

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,280

Across 3,605 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

Derek Stump is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and three years of industry experience. His work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Equitable Advisors. Prior to entering the financial industry, he was involved with Fidelis Family Initiative LLC and fitness-related enterprises. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

See office

Arlington, WA N Olympic Ave

504 N Olympic Ave

Arlington WA 98223

Advisors at this office

1

Most active in

Washington

Work history

3 years of industry experience

J.P. Morgan Securities

2024 - Present • 2 years

Bellingham, WA

JPMorgan Chase Bank, N.A.

2024 - Present • 2 years

Bellingham, WA

Equitable Advisors

2022 - 2024 • 2 years

New York, NY

United General Hospital/Peace Health

2022 - 2023 • 1 year

Sedro Woolley, WA

Unemployed

2022 - 2022 • 1 year

Mount Vernon, WA

Thrive Community Fitness/DNU

2021 - 2022 • 1 year

Oak Harbor, WA

Fidelis Family Initiative LLC

2018 - 2021 • 3 years

Oak Harbor, WA

Golds Gym / Cascade Fitness

2015 - 2018 • 3 years

Kennewick, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Timothy W

Series 63, Series 65

Marysville, WA

Anchor Capital Management LLC

Timothy Walker is a financial advisor with Anchor Capital Management LLC in Marysville, WA, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously served in the U.S. Navy for 23 years before transitioning to financial services, including a role at Axa Advisors, LLC. Outside of his advisory work, he is associated with an insurance business through his principal role. Anchor Capital Management serves individuals, trusts, closely held businesses, and pension plans by providing financial planning and facilitating access to pre-screened third-party investment advisers. The firm focuses on diversified manager allocation plans without taking custody or exercising investment discretion, emphasizing retirement feasibility, cash flow analysis, and risk management.

Long-term care insurance
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Brian W

CFP®, Series 65

Arlington, WA

Wyatt Wealth Management

Brian Wyatt is a CFP® professional with 18 years of experience in financial advising. He is the principal advisor at Wyatt Wealth Management, an independent firm he has led since 2020. His prior experience includes roles at Pacific Wealth Management LLC, Financial Management, Inc., and Mcilrath & Eck. Outside of advising, he manages several rental properties through a third-party management company. Wyatt Wealth Management provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm integrates fundamental analysis, Modern Portfolio Theory, technical methods, and quantitative analysis to create tailored investment strategies, managing approximately $69 million in assets for about 118 clients.

General retirement planning Tax-loss harvesting General tax planning Wealth management
user avatar

Robert T

Series 66

Arlington, WA

Toyer Investment Advisors LLC

Robert Toyer is the principal of Toyer Investment Advisors LLC in Arlington, WA, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Cetera Investment Advisers LLC and Cetera Financial Specialists LLC. Outside of financial advising, he serves as a city councilman for Arlington and operates affiliated businesses providing tax preparation and insurance services. Toyer Investment Advisors LLC serves individual clients, including high-net-worth individuals, offering financial planning, portfolio management, and investment consultation without minimum asset requirements. The firm employs a blend of fundamental and technical analysis to construct portfolios using ETFs, equities, and fixed-income securities, utilizing both passive and active strategies aligned with clients' objectives and risk tolerances.

Cash flow / budgeting Debt management Retirement income strategy Divorce financial planning
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Wendiguiata O

ChFC®

Arlington, WA

McIlrath & Eck, LLC

Wendiguiata Ouedraogo is a ChFC® with eight years at McIlrath & Eck, LLC and a total of five years in the financial industry. Prior to joining McIlrath & Eck, they worked at Speedi Shuttle and Albert Lee. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services primarily to individuals, trusts, and pension plans. The firm manages portfolios using a combination of active and passive strategies guided by Modern Portfolio Theory and emphasizes client education through regular reviews and workshops.

Active portfolio management Passive / index investing Wealth management
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Troy C

CFP®, Series 66

Arlington, WA

McIlrath & Eck, LLC

Troy Crutcher is a CFP® with 17 years of industry experience and has been with McIlrath & Eck, LLC since 2012. He holds a Series 66 license and works as part of a six-advisor team in Arlington, WA. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages approximately $1.15 billion on a discretionary basis and employs a combination of active and passive management guided by Modern Portfolio Theory.

Active portfolio management Passive / index investing Wealth management
user avatar

Jacob B

CFP®, Series 63, Series 66

Arlington, WA

McIlrath & Eck, LLC

Jacob Blukis is a CFP® with nine years of industry experience, currently serving as an advisor at McIlrath & Eck, LLC since 2017. Prior to this, he worked at Hewlett Packard Enterprise from 2015 to 2017. McIlrath & Eck, LLC provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm uses a combination of active and passive strategies guided by Modern Portfolio Theory and conducts regular portfolio monitoring and rebalancing, offering client education through periodic reviews and seminars.

Active portfolio management Passive / index investing Wealth management
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