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Advisors / California / Garden Grove
8yrs

Tung Luu

Financial advisor at J.P. Morgan Securities

Based in Garden Grove, California, Tung Luu is a fiduciary financial advisor with 8 years of industry experience. Tung joined J.P. Morgan Securities in 2022, after two years at Pruco Securities. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.

One of 43 advisors with offices in Garden Grove, and one of 41 fiduciaries.

Garden Grove, CA 92841Fiduciary advisor

At a glance

Experience8 years (since 2018)
How that compares ?8 years in the industry
Office12991 Beach Blvd, Garden Grove, CA 92841
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 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2022 – now
  2. Jan 2021 – Sep 2022
    Pruco Securities, LLC.Previously

Questions to ask Tung

Tailored to Tung’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Tung

How do I contact Tung?

Call J.P. Morgan Securities at (800) 999-2000 and ask for Tung Luu. Tung works from the Garden Grove, CA office.

How long has Tung been a financial advisor?

Tung has been in the industry since 2018, about 8 years. 8 years in the industry.

What licenses does Tung hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Tung a fiduciary?

Tung is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Tung paid?

J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Tung 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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