Calton & Associates
47yrs
Top advisor by experience in Tempe
New
Kai Duda
Financial advisor at J.P. Morgan Securities
Kai Duda is a fiduciary financial advisor in Tempe, Arizona, registered since Oct 2025. Kai joined J.P. Morgan Securities in 2026, 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 568 advisors with offices in Tempe, and one of 548 fiduciaries.
At a glance
ExperienceNew to the profession (since Oct 2025)
How that compares ?New to the profession
Office150 W University Dr, Floor 4, 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
- Jul 2026 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Kai
150 W University Dr, Floor 4Tempe, 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 Kai
Tailored to Kai’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 Kai
How do I contact Kai?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Kai Duda. Kai works from the Tempe, AZ office.
How long has Kai been a financial advisor?
Kai is new to the profession, registered since Oct 2025, and holds 1 license.
What licenses does Kai hold?
Series 66. Tap any license on this page to see what it allows.
Is Kai a fiduciary?
Kai is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kai paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Kai 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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