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Derek T
Series 66
Pasadena, CA
J.P. Morgan Securities
Derek Tu is a financial advisor with J.P. Morgan Securities in Pasadena, CA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at AXA Advisors and independent contracting with TD Group. Outside of finance, he provides caregiving services to his grandmother through the In-Home Supportive Services Program. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may include ESG considerations, with implementation supported by affiliated investment-management entities.
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