Devin J. Thomas

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2019 → Present
  Jpmorgan Chase Bank, N.A.
  Greenwich, CT
• 10/2019 → Present
  J.P. Morgan Securities Llc
  Greenwich, CT
• 06/2017 → 09/2019
  Jpmorgan Chase Bank Na
  New York, NY
• 03/2015 → 10/2016
  New Ground Ventures
  Westport, CT
• 11/2016 → 05/2017
  Unemployed
  New York, NY

Other Businesses

Entity Name: Waterside School Investment related: Yes Address: Address: 770 Pacific St, Stamford, CT 06902 Website: https://www.watersideschool.org/ Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 07/31/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Waterside School is a co-ed PK-5th grade independent school in Stamford, CT serving children and families regardless of limitations in income or circumstance. I have been asked to join the Finance Committee. I have volunteered with the school previously. It's a rather well known school in the area because of its success helping lower income students.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-01
• S63 Uniform Securities Agent State Law Examination
  2019-11-12

Other Names

• Devin John Thomas