Justin Tafoya

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

• 05/2021 → 07/2023
  E*Trade Securities Llc
  Rolling Hills, CA
• 10/2015 → 10/2020
  American Airlines
  Tulsa, OK
• 11/2020 → 05/2021
  Doordash Inc.
  Los Angeles, CA
• 05/2021 → 01/2022
  E*Trade Capital Management Llc
  Rolling Hills, CA
• 05/2021 → 07/2023
  Morgan Stanley/E*Trade
  Rolling Hills, CA
• 07/2023 → 07/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Segundo, CA
• 07/2023 → 07/2024
  Bank Of America N.A.
  El Segundo, CA
• 08/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Manhattan Beach, CA
• 08/2024 → Present
  J.P. Morgan Securities Llc
  Manhattan Beach, CA
• 08/2021 → 07/2023
  Harrisdirect Llc
  Rolling Hills, CA
• 01/2023 → 07/2023
  Morgan Stanley
  Rolling Hills, CA

Previous Registrations

• 2023-08-14 → 2024-07-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Segundo, CA
• 2021-10-27 → 2023-08-14
  Harrisdirect Llc
  Arlington, VA
  Rolling Hills, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-10-27

Other Names

• Justin R Tafoya
• Justin A Tafoya
• Justin Roddy Tafoya
• Justin Anthony Tafoya
• Justin Roddy Anthony Tafoya