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Rory Rene Tello

J.p. Morgan Securities LLC

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About Rory Rene Tello

Firm Information

Rory Tello is currently registered with J.p. Morgan Securities LLC. J.P. Morgan Securities LLC is a Limited Liability Company registered with the SEC and in 53 states. The firm was formed on August 12, 1985, and its main office is located in New York, NY. J.P. Morgan Securities LLC manages over $50 billion in assets and offers a wide range of advisory services, including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. The firm has a significant number of registered representatives and investment adviser representatives, serving various client types, including high-net-worth individuals, corporations, and pension plans.
J.p. Morgan Securities LLC

3267 BEE CAVES ROAD FL 1

AUSTIN, TX 78746

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Rory Tello’s Registration & Firm History

TX

10/07/2022 - Present

J.p. Morgan Securities LLC (AUSTIN TX)

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Licenses & Designations

BC

Issued 10/21/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/7/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 9/19/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rory Rene Tello.
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