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Advisors / Illinois / Wheaton
4yrs

Thomas Duebner

Financial advisor at J.P. Morgan Securities

Thomas Duebner is a fiduciary financial advisor in Wheaton, Illinois, with 4 years in the industry. Thomas joined J.P. Morgan Securities in 2025, after less than a year at Strategic Advisers and two years at Fidelity Personal and Workplace Advisors. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.

One of 833 advisors with offices in Wheaton, and one of 795 fiduciaries.

Wheaton, IL 60187Fiduciary advisor

At a glance

Experience4 years (since 2022)
How that compares ?4 years in the industry
Office120 E. Wesley Street, Wheaton, IL 60187
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 66Uniform Combined State Law Examination

Career

  1. Jun 2025 – now
  2. Mar 2025 – May 2025
  3. Aug 2023 – Mar 2025
    Fidelity Personal and Workplace AdvisorsPreviously

Questions to ask Thomas

Tailored to Thomas’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 Thomas

How do I contact Thomas?

Call J.P. Morgan Securities at (800) 999-2000 and ask for Thomas Duebner. Thomas works from the Wheaton, IL office.

How long has Thomas been a financial advisor?

Thomas has been in the industry since 2022, about 4 years. 4 years in the industry.

What licenses does Thomas hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Thomas a fiduciary?

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

How is Thomas paid?

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