Newbury Capital Management
38yrs
Top advisor by experience in South Pasadena
15yrs
Tim Phan
Financial advisor at J.P. Morgan Securities
Tim Phan has worked in the financial industry for 15 years and is a fiduciary financial advisor based in South Pasadena, California. Tim has been with J.P. Morgan Securities since 2026. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 26 advisors with offices in South Pasadena, and one of 22 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?More experience than 66% of advisors at J.P. Morgan Securities
Office1305 Fair Oaks Avenue, South Pasadena, CA 91030
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.
Career
- Apr 2026 – nowJ.P. Morgan Securities LLCCurrent firm
Questions to ask Tim
Tailored to Tim’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
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About Tim
How do I contact Tim?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Tim Phan. Tim works from the South Pasadena, CA office.
How long has Tim been a financial advisor?
Tim has been in the industry since 2012, about 15 years. More experience than 66% of advisors at J.P. Morgan Securities.
What licenses does Tim hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Tim a fiduciary?
Tim is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tim paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Tim 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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