Tyler Passmore, financial advisor Wilmette IL

Tyler Passmore

CRD Number: 4395686
Current Firm: J.p. Morgan Securities LLC

Tyler Passmore (CRD# 4395686) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wilmette, IL and has over 22 years of experience in the finance industry. Tyler Passmore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Jp Morgan Chase Bank, N.a. Wilmette, IL Aug 2015 - Current 8
J.p. Morgan Securities LLC Wilmette, IL Oct 2012 - Current 11
Tell LLC Deerfield, IL Dec 2003 - Sep 2017 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2001
S65 NASAA Investment Advisors Law Examination Nov 2005
Contact Info for Tyler E. Passmore
Phone Number: 800-999-2000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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