UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
4yrs
Thomas Stone
Financial advisor at J.p. Morgan Securities
Thomas Stone is a fiduciary financial advisor in Dallas, Texas, with 4 years in the industry. Thomas joined J.p. Morgan Securities in 2022, a firm offering financial planning, investment management, and retirement plan consulting. J.p. Morgan Securities reports being paid through a percentage of assets.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office1900 N. Akard St. 5th And 6th Floor., Dallas, TX 75201
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
- 2022 – nowJ.p. Morgan Securities LLCCurrent firm
Questions to ask Thomas
Tailored to Thomas’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
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 Stone. Thomas works from the Dallas, TX 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 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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