Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
18yrs
Van Tran
Financial advisor at J.P. Morgan Securities
Based in Jacksonville, Florida, Van Tran is a fiduciary financial advisor with 18 years of industry experience. Van joined J.P. Morgan Securities in 2022, after eight years at Merrill and a year at HSBC Securities (usa). J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?Top 24% by experience at J.P. Morgan Securities
Office7301 Baymeadows Way, Jacksonville, FL 32256
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowJ.P. Morgan Securities LLCCurrent firm
- 2014 – 2022MerrillPreviously
- Aug 2013 – Jul 2014HSBC Securities (usa) Inc.Previously
- 2008 – 2013MerrillPreviously
Contact Van
(800) 999-2000Firm headquarters in New York, NY. Ask for Van. 7301 Baymeadows WayJacksonville, FL 32256Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Van
Tailored to Van’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 Van
How do I contact Van?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Van Tran. Van works from the Jacksonville, FL office.
How long has Van been a financial advisor?
Van has been in the industry since 2008, about 18 years. Top 24% by experience at J.P. Morgan Securities.
What licenses does Van hold?
Series 66. Tap any license on this page to see what it allows.
Is Van a fiduciary?
Van is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Van paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Van for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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