Best Investors Account Sign in

Theodore Arthur Tellefsen

J.P. Morgan Securities LLC

Walnut Creek, CA

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-11-29
CA RA APPROVED 2019-09-18
  • TX RA
    APPROVED
    Since 2019-11-29
  • CA RA
    APPROVED
    Since 2019-09-18

Branch Locations

1390 S. Main Street, Floor 1, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation San Ramon CA 05/2014 08/2018
Jp Morgan Securities, Llc Walnut Creek CA 09/2019 Present
Jp Morgan Chase Bank, N.A. Walnut Creek CA 09/2019 Present
Aerotek Concord CA 12/2018 03/2019
Unemployed Concord CA 09/2018 12/2018
Unemployed Concord CA 04/2019 08/2019
  • 05/2014 → 08/2018
    Lincoln Financial Advisors Corporation
    San Ramon, CA
  • 09/2019 → Present
    Jp Morgan Securities, Llc
    Walnut Creek, CA
  • 09/2019 → Present
    Jp Morgan Chase Bank, N.A.
    Walnut Creek, CA
  • 12/2018 → 03/2019
    Aerotek
    Concord, CA
  • 09/2018 → 12/2018
    Unemployed
    Concord, CA
  • 04/2019 → 08/2019
    Unemployed
    Concord, CA
Previous Registrations
  • 2018-03-27 → 2018-09-07
    Osaic Fa, Inc.
    San Ramon, CA
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-26
S63 Uniform Securities Agent State Law Examination 1997-09-08
  • S65 Uniform Investment Adviser Law Examination
    2018-03-26
  • S63 Uniform Securities Agent State Law Examination
    1997-09-08
Other Names
  • Ted Tellefsen

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor