Union Capital
46yrs
Top advisor by experience at Union Capital
11yrs
Based in Tucson, Arizona, Theodore Risen is a fiduciary financial advisor with 11 years of industry experience. Theodore joined J.P. Morgan Securities in 2026, after seven years at Ameriprise Financial Services and a year at Merrill. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 824 advisors with offices in Tucson, and one of 770 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?More experience than 53% of advisors at J.P. Morgan Securities
Office4398 N Campbell Ave, 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 ?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
- Feb 2026 – nowJ.P. Morgan Securities LLCCurrent firm
- 2018 – 2026Ameriprise Financial Services, LLCPreviously
- May 2016 – Nov 2016MerrillPreviously
Questions to ask Theodore
Tailored to Theodore’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 Theodore
How do I contact Theodore?
Call J.P. Morgan Securities at 800-999-2000 and ask for Theodore Risen. Theodore works from the Tucson, AZ office.
How long has Theodore been a financial advisor?
Theodore has been in the industry since 2016, about 11 years. More experience than 53% of advisors at J.P. Morgan Securities.
What licenses does Theodore hold?
Series 66. Tap any license on this page to see what it allows.
Is Theodore a fiduciary?
Theodore is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Theodore paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Theodore 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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