Morgan Stanley
47yrs
Top advisor by experience in New York
16yrs
Evan Scheier
Financial advisor at J.P. Morgan Securities
Based in New York, New York, Evan Scheier is a fiduciary financial advisor with 16 years of industry experience. Evan joined J.P. Morgan Securities in 2012, after less than a year at Chase Investment Services and a year at Equitable Advisors. 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
Experience16 years (since 2011)
How that compares ?More experience than 69% of advisors at J.P. Morgan Securities
Office390 Madison Ave, New York, NY 10017
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
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
- 2012 – nowJ.P. Morgan Securities LLCCurrent firm
- Apr 2012 – Oct 2012Chase Investment Services Corp.Previously
- Mar 2011 – Feb 2012Equitable Advisors, LLCPreviously
Contact Evan
(800) 999-2000J.P. Morgan Securities main office 390 Madison AveNew York, NY 10017Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Evan
Tailored to Evan’s registration and firm.
- 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 Evan
How do I contact Evan?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Evan Scheier. Evan works from the New York, NY office.
How long has Evan been a financial advisor?
Evan has been in the industry since 2011, about 16 years. More experience than 69% of advisors at J.P. Morgan Securities.
What licenses does Evan hold?
Series 66. Tap any license on this page to see what it allows.
Is Evan a fiduciary?
Evan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Evan paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Evan 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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