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CFP

Timothy Argyres

J.P. Morgan Securities LLC
25 Years of Experience
Walnut Creek, CA
Broker
View SEC Summary
View SEC Summary

Timothy Argyres is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Walnut Creek, CA, with 25 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.

J.P. Morgan Securities LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.60%
$250K+0.50%

Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1656 N California Blvd, Floor 02, Walnut Creek, CA, 94596

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Timothy is a committee member for Wolfpack Basketball Norcal Youth, a charitable organization, since 2017. He dedicates a few hours per week to financial oversight, budgeting, and expense tracking for the club.

Employment History
Current Registrations
J.P. Morgan Securities LLC
January 2024 - Present · 2 yrs 9 mos
J.P. Morgan Securities LLC
September 2023 - Present · 3 yrs 1 mo
J.P. Morgan Securities LLCBroker
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
J.P. Morgan Private Wealth Advisors LLC
November 2022 - March 2025 · 2 yrs 4 mos
First Republic Securities Company, LLCBroker
November 2022 - September 2023 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2007 - November 2022 · 15 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2007 - November 2022 · 15 yrs 3 mos
UBS Financial Services INC.
August 2001 - August 2007 · 6 yrs
UBS Financial Services INC.Broker
June 2001 - August 2007 · 6 yrs 2 mos
Salomon Smith Barney INC.Broker
October 2000 - May 2001 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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