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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

Geoffrey Paul Tully

Advisor at J.P. MORGAN SECURITIES LLC

Jersey City, NJ | New York, NY

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Search this name across graphsid dfx:ria:2a0ea41f-3658-12a7-ef4c-6cb73027c982

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Aug 29, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J.P. MORGAN SECURITIES LLC
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Aug 4, 2017
First registration: Aug 29, 2017
Dual registered: yes, broker-dealer
Other names: GEOFFREY TULLY|Geoff Tully|Geoffrey Paul Tully|Geoffrey P Tully
IAPD individual key: 5730367

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 27, 2025	n/a	yes	Jersey City, NJ\|New York, NY	Current employment
ARTA FINANCE	Independent wealth	Apr 8, 2024	Sep 30, 2025	no	Miami Shores, FL	Previous registration
TLG ADVISORS, INC.	Bd affiliated wealth	Nov 13, 2020	Apr 12, 2024	no	SUMMIT, NJ\|Miami, FL\|Tampa, FL\|Miami Shores, FL	Previous registration
INSIGHT SECURITIES, INC.	Mixed wealth	Nov 4, 2019	Oct 26, 2020	no	El Paso, TX\|Miami, FL	Previous registration
KAWA CAPITAL MANAGEMENT, INC.	Asset manager	Aug 29, 2017	Oct 10, 2019	no	HALLANDALE BEACH, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ARTA FINANCE	J.P. MORGAN SECURITIES LLC	Sep 30, 2025	Oct 27, 2025	27	Firm change	RIA to wirehouse
TLG ADVISORS, INC.	ARTA FINANCE	Apr 12, 2024	Apr 8, 2024	-4	Firm change	Ibd to RIA
INSIGHT SECURITIES, INC.	TLG ADVISORS, INC.	Oct 26, 2020	Nov 13, 2020	18	Firm change	RIA to ibd
KAWA CAPITAL MANAGEMENT, INC.	INSIGHT SECURITIES, INC.	Oct 10, 2019	Nov 4, 2019	25	Firm change	Other

Relationships

Registered with (5)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Oct 27, 2025 to presentfactForm ADV
→ ARTA FINANCERegistered adviserregistration: previous registration
Apr 8, 2024 to Sep 30, 2025factForm ADV
→ TLG ADVISORS, INC.Registered adviserregistration: previous registration
Nov 13, 2020 to Apr 12, 2024factForm ADV
→ INSIGHT SECURITIES, INC.Registered adviserregistration: previous registration
Nov 4, 2019 to Oct 26, 2020factForm ADV
→ KAWA CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Aug 29, 2017 to Oct 10, 2019factForm ADV

Dated events

Occurred
Sep 30, 2025
Advisor changed firm
Geoffrey Paul Tully left Arta Finance for J.P. Morgan Securities Llc (registered 2025-10-27)
Form ADVobserved 4 days ago
Occurred
Apr 12, 2024
Advisor changed firm
Geoffrey Paul Tully left Tlg Advisors, Inc. for Arta Finance (registered 2024-04-08)
Form ADVobserved 4 days ago