Morgan Stanley
47yrs
Top advisor by experience in Westport
37yrs
Eric Picard
Financial advisor at J.P. Morgan Securities
Eric Picard has worked in the financial industry for 37 years and is a fiduciary financial advisor based in Westport, Connecticut. Eric has been with J.P. Morgan Securities since 2018. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 406 advisors with offices in Westport, and one of 373 fiduciaries.
At a glance
Experience37 years (since 1989)
How that compares ?Top 1% by experience at J.P. Morgan Securities
Office1090 Post Road East, Westport, CT 06880
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
- 2018 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Eric
(800) 999-2000Firm headquarters in New York, NY. Ask for Eric. 1090 Post Road EastWestport, CT 06880Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Eric
Tailored to Eric’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 Eric
How do I contact Eric?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Eric Picard. Eric works from the Westport, CT office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1989, about 37 years. Top 1% by experience at J.P. Morgan Securities.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Eric 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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