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Arda T
CFP®, Series 66
Van Nuys, CA
J.P. Morgan Securities
Arda Thomas is a CFP® with 19 years of experience in the financial services industry, currently serving as an advisor at J.P. Morgan Securities. His prior experience includes roles at Merrill, Bank of America, Scottrade, TD Ameritrade, Citigroup Global Markets, Fidelity, and Morgan Stanley. J.P. Morgan Securities offers institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines systematic quantitative screens with qualitative research and includes unique regulatory registrations and derivatives capabilities.
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