Bin
Nguyen

J.P. Morgan Securities LLC

CRD#4695209
Investment Advisor
in Dallas, TX
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About this Advisor

Bin Nguyen is a certified financial planner based in Dallas, Texas, who has been in the industry for 11 years. Nguyen is on the advisory team at J.P. Morgan Securities LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc : 7691, Jp Morgan Securities Inc and Jpmorgan Chase Bank, N.A. Nguyen holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Louisiana, Texas and North Carolina. J.P. Morgan Securities LLC is a financial advisory business that has its headquarters in Dallas, Texas. The firm has offices in 5,365 locations and a total of 5,713 employees. It controls $113 billion in total assets between its 505,984 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 190 charitable organizations. Of its 505,984 accounts, 16% belong to high-net-worth investors who have more than $1 million in assets. The company has a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules usually depend on which services the firm provides the client. However, fee types billed by J.P. Morgan Securities LLC may include some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

Yes

Office Location

100 Crescent Court 13Th Floor
Dallas, TX 75201

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$112,505,543,419

TX Average: $7,464,549,021
Total Number of Employees

5,713

TX Average: 88
Total Number of Accounts

505,984

TX Average: 3,892
Average Account Size

$222,350

TX Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Bin Nguyen Work History

Bin has 11 years of experience.

2010 - Present (9 years)

Jpmorgan Chase Bank, N.A

2009 - Present (10 years)

Jp Morgan Securities Inc

2007 - 2009 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc : 7691

Disclosures

Bin Nguyen has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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