Timothy David Norman

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

• 02/2026 → Present
  J.P. Morgan Securities Llc
  Fort Worth, TX
• 02/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Fort Worth, TX
• 03/2023 → 02/2026
  Merrill Lynch
  Flower Mound, TX
• 08/2017 → 03/2023
  Jp Morgan Securities Llc
  Flower Mound, TX
• 07/2017 → 03/2023
  Jp Morgan Chase Bank
  Flower Mound, TX
• 10/2016 → 07/2017
  Fedex Express
  Fort Worth, TX
• 09/2011 → 10/2016
  Fidelity Investments
  Westlake, TX

Previous Registrations

• 2023-04-11 → 2026-02-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Flower Mound, TX
• 2017-08-25 → 2023-03-11
  J.P. Morgan Securities Llc
  Flower Mound, TX
• 2011-10-20 → 2016-10-13
  Strategic Advisers Llc
  Westlake, TX
• 2011-01-03 → 2011-07-05
  Edward Jones
  Carrollton, TX
  St Louis, MO
  Lewisville, TX
• 1999-09-01 → 2005-06-17
  Banc Of America Investment Services, Inc.
  Irving, TX

Exams

• S66 Uniform Combined State Law Examination
  2010-12-31
• S65 Uniform Investment Adviser Law Examination
  1998-06-24
• S63 Uniform Securities Agent State Law Examination
  1996-03-27

Other Names

• Timothy D Norman
• Timothy Norman
• Timothy David Norman
• Tim Norman