Calton & Associates
47yrs
Top advisor by experience in Tempe
3yrs
Ivan Munoz
Financial advisor at J.P. Morgan Securities
Based in Tempe, Arizona, Ivan Munoz is a fiduciary financial advisor with 3 years of industry experience. Ivan has been with J.P. Morgan Securities since 2025; before that, Ivan spent a year at Morgan Stanley. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 568 advisors with offices in Tempe, and one of 548 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office150 W University Dr., Floor 04, Tempe, AZ 85281
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
- Mar 2025 – nowJ.P. Morgan Securities LLCCurrent firm
- Apr 2024 – Mar 2025Morgan StanleyPreviously
Contact Ivan
150 W University Dr., Floor 04Tempe, AZ 85281Office · 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 Ivan
Tailored to Ivan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Ivan
How do I contact Ivan?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Ivan Munoz. Ivan works from the Tempe, AZ office.
How long has Ivan been a financial advisor?
Ivan has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Ivan hold?
Series 66. Tap any license on this page to see what it allows.
Is Ivan a fiduciary?
Ivan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ivan paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Ivan 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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