Union Capital
46yrs
Top advisor by experience at Union Capital
13yrs
Timothy Sinclair
Financial advisor at J.P. Morgan Securities
Based in Tucson, Arizona, Timothy Sinclair is a fiduciary financial advisor with 13 years of industry experience. Timothy joined J.P. Morgan Securities in 2018, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 824 advisors with offices in Tucson, and one of 770 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?More experience than 60% of advisors at J.P. Morgan Securities
Office4660 East Sunrise Drive, Tucson, AZ 85718
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
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
- 2018 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Timothy
(800) 999-2000Firm headquarters in New York, NY. Ask for Timothy. 4660 East Sunrise DriveTucson, AZ 85718Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Timothy
Tailored to Timothy’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 Timothy
How do I contact Timothy?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Timothy Sinclair. Timothy works from the Tucson, AZ office.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 2014, about 13 years. More experience than 60% of advisors at J.P. Morgan Securities.
What licenses does Timothy hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Timothy a fiduciary?
Timothy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Timothy paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Timothy 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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