Morgan Stanley
47yrs
Top advisor by experience in New York
33yrs
Patrick Mangini
Financial advisor at J.P. Morgan Securities
Patrick Mangini is a fiduciary financial advisor in New York, New York, with 33 years in the industry. Patrick joined J.P. Morgan Securities in 2024, after three years at Citigroup Global Markets. 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
Experience33 years (since 1993)
How that compares ?Top 3% by experience at J.P. Morgan Securities
Office1230 Avenue Of The Americas, New York, NY 10020
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
- Dec 2024 – nowJ.P. Morgan Securities LLCCurrent firm
- 2021 – 2024Citigroup Global Markets Inc.Previously
Contact Patrick
Local office(646) 274-2550Ask for Patrick. (800) 999-2000Main office 1230 Avenue Of The AmericasNew York, NY 10020Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call Patrick’s local office at (646) 274-2550 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Patrick Mangini.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1993, about 33 years. Top 3% by experience at J.P. Morgan Securities.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Patrick 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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