Geoffrey Paul Tully

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

• 10/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 03/2024 → 09/2025
  Arta Finance
  Mountain View, CA
• 12/2023 → 02/2024
  Unemployed
  Miami, FL
• 10/2019 → 11/2023
  Passerelle Partners
  Miami, FL
• 04/2017 → 09/2019
  Kawa Capital Management
  Aventura, FL
• 07/2008 → 04/2017
  Jpmorgan Chase
  Miami, FL

Previous Registrations

• 2024-04-08 → 2025-09-30
  Arta Finance
  Miami Shores, FL
• 2020-11-13 → 2024-04-12
  Tlg Advisors, Inc.
  Miami, FL
  Summit, NJ
  Tampa, FL
  Miami Shores, FL
• 2019-11-04 → 2020-10-26
  Insight Securities, Inc.
  Miami, FL
  El Paso, TX
• 2017-08-29 → 2019-10-10
  Kawa Capital Management, Inc.
  Hallandale Beach, FL

Other Businesses

Entity Name: Arta Finance Investment related: Yes "Address: 153 Castro St, Suite 200 Mountain View, CA 94041 https://artafinance.com/" Nature of the other business: Finance Position/Title/Relationship: Owner/Partner Start Date: 03/04/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am a former employee and was issued stock in the company as part of my employment. It is a digital wealth management platform / RIA. Entity Name: Modern Life Investment related: Yes Address: New York, NY https://www.modernlife.com/ Nature of the other business: Insurance Position/Title/Relationship: Owner/Partner Start Date: 12/08/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am a fully passive investor in Modern Life, which is an insurance technology company and life insurance agency.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-04-17
• S65 Uniform Investment Adviser Law Examination
  2017-08-04

Other Names

• Geoffrey Tully
• Geoff Tully
• Geoffrey Paul Tully
• Geoffrey P Tully