Park Avenue Securities
41yrs
Top advisor by experience in Yorktown Heights
38yrs
John Dacey
Financial advisor at J.P. Morgan Securities
John Dacey is a fiduciary financial advisor in Yorktown Heights, New York, with 38 years in the industry. After five years at M&t Securities, John joined J.P. Morgan Securities in 2016, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 26 advisors with offices in Yorktown Heights, and one of 26 fiduciaries.
At a glance
Experience38 years (since 1988)
How that compares ?Top 1% by experience at J.P. Morgan Securities
Office1975 Commerce St, Yorktown Heights, NY 10598
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.
Career
- 2016 – nowJ.P. Morgan Securities LLCCurrent firm
- 2011 – 2016M&t Securities, Inc.Previously
Questions to ask John
Tailored to John’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call J.P. Morgan Securities at (800) 999-2000 and ask for John Dacey. John works from the Yorktown Heights, NY office.
How long has John been a financial advisor?
John has been in the industry since 1988, about 38 years. Top 1% by experience at J.P. Morgan Securities.
What licenses does John hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask John 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.
Other advisors nearby
Osaic Wealth
34yrs
Top 10% by experience nationwide
LPL Financial
30yrs
Top 15% by experience in Yorktown Heights
J.P. Morgan Securities
29yrs
Top 6% by experience at J.P. Morgan Securities
Citigroup Global Markets
26yrs
Top 14% by experience at Citigroup Global Markets
LPL Financial
26yrs
More experience than 74% of advisors nationwide