Morgan Stanley
47yrs
Top advisor by experience in New York
42yrs
Lisa Cavanagh
Financial advisor at J.P. Morgan Securities
Lisa Cavanagh has worked in the financial industry for 42 years and is a fiduciary financial advisor based in New York, New York. Lisa has been with J.P. Morgan Securities since 2016; before that, Lisa spent a year at Credit Suisse Securities (usa). J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience42 years (since 1985)
How that compares ?Top 1% by experience at J.P. Morgan Securities
Office277 Park Avenue 2nd & 3rd Floor, New York, NY 10172
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.
Career
- 2016 – nowJ.P. Morgan Securities LLCCurrent firm
- Jun 2015 – Mar 2016Credit Suisse Securities (usa) LLCPreviously
Contact Lisa
(800) 999-2000J.P. Morgan Securities main office 277 Park Avenue 2nd & 3rd FloorNew York, NY 10172Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Lisa
Tailored to Lisa’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Lisa
How do I contact Lisa?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Lisa Cavanagh. Lisa works from the New York, NY office.
How long has Lisa been a financial advisor?
Lisa has been in the industry since 1985, about 42 years. Top 1% by experience at J.P. Morgan Securities.
What licenses does Lisa hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Lisa a fiduciary?
Lisa is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lisa paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Lisa 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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