TLG Advisors
47yrs
Top advisor by experience in Summit
New
Thomas Clancy is a fiduciary financial advisor in Summit, New Jersey, registered since Aug 2026. Thomas has been with J.P. Morgan Securities since 2026. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 489 advisors with offices in Summit, and one of 452 fiduciaries.
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
Office25 Deforest Avenue Floor 3, Summit, NJ 07901
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
- Aug 2026 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Thomas
Local office(908) 795-1425Ask for Thomas. (800) 999-2000Main office · New York, NY 25 Deforest Avenue Floor 3Summit, NJ 07901Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Thomas
Tailored to Thomas’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 Thomas
How do I contact Thomas?
Call Thomas’s local office at (908) 795-1425 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Thomas Clancy.
How long has Thomas been a financial advisor?
Thomas is new to the profession, registered since Aug 2026, and holds 1 license.
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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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