Morgan Stanley
47yrs
Top advisor by experience in New York
35yrs
James Foote is a fiduciary financial advisor in New York, New York, with 35 years in the industry. James joined J.P. Morgan Securities in 2022, after 11 years at Merrill and two years at Morgan Stanley. 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
Experience35 years (since 1992)
How that compares ?Top 2% 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
- 2022 – nowJ.P. Morgan Securities LLCCurrent firm
- 2011 – 2022MerrillPreviously
- 2009 – 2011Morgan StanleyPreviously
- Jul 2007 – Jun 2009Morgan Stanley & Co. LLCPreviously
Contact James
(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 James
Tailored to James’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 James
How do I contact James?
Call J.P. Morgan Securities at (800) 999-2000 and ask for James Foote. James works from the New York, NY office.
How long has James been a financial advisor?
James has been in the industry since 1992, about 35 years. Top 2% by experience at J.P. Morgan Securities.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask James 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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