Calton & Associates
47yrs
Top advisor by experience in Tempe
25yrs
Thomas Edwin Queen
Financial advisor at J.p. Morgan Securities
At a glance
Experience25 years (since 2001)
How that compares ?Top 11% by experience at J.p. Morgan Securities
Office150 W University Dr., Floor 04, Tempe, AZ 85281
How the firm is paid ?Percent of assets, Other
States licensed ?1 state
Services through J.p. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Uniform Combined State Law Examination
Career
- 2024 – nowJ.p. Morgan Securities LLCCurrent firm
- Feb 2023 – Jan 2024Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
- 2018 – 2021Bancwest Investment Services, Inc.Previously
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Thomas
How do I contact Thomas?
Call J.p. Morgan Securities at 800-999-2000 and ask for Thomas Edwin Queen. Thomas works from the Tempe, AZ office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2001, about 25 years. Top 11% by experience at J.p. Morgan Securities.
What licenses does Thomas hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Thomas for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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