LPL Financial
47yrs
Top advisor by experience in San Diego
7yrs
Bao Truong
Financial advisor at J.P. Morgan Securities
Bao Truong has worked in the financial industry for 7 years and is a fiduciary financial advisor based in San Diego, California. Bao joined J.P. Morgan Securities in 2020, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office8222 Mira Mesa Blvd, San Diego, CA 92126
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
- 2020 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Bao
8222 Mira Mesa BlvdSan Diego, CA 92126Office · Get directions Firm main line(800) 999-2000Headquarters: J.P. Morgan Securities · New York, NY Firm websitewealthpartners.jpmorgan.com
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Questions to ask Bao
Tailored to Bao’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 Bao
How do I contact Bao?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Bao Truong. Bao works from the San Diego, CA office.
How long has Bao been a financial advisor?
Bao has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Bao hold?
Series 66. Tap any license on this page to see what it allows.
Is Bao a fiduciary?
Bao is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bao paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Bao 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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