Morgan Stanley
47yrs
Top advisor by experience in New York
35yrs
Lisa Hurst is a fiduciary financial advisor in New York, New York, with 35 years in the industry. Lisa joined J.P. Morgan Securities in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience35 years (since 1992)
How that compares ?Top 2% by experience at J.P. Morgan Securities
Office270 Park Avenue 22nd And 23rd Floors, 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 ?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
- 2023 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Lisa
Local office(212) 464-0203Ask for Lisa. (800) 999-2000Main office 270 Park Avenue 22nd And 23rd FloorsNew York, NY 10017Office · 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 Lisa’s local office at (212) 464-0203 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Lisa Hurst.
How long has Lisa been a financial advisor?
Lisa has been in the industry since 1992, about 35 years. Top 2% 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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