Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
33yrs
Shane Morrison
Financial advisor at J.P. Morgan Securities
Shane Morrison is a fiduciary financial advisor in Columbus, Ohio, with 33 years in the industry. Shane joined J.P. Morgan Securities in 2019, after three years at Morgan Stanley and a year at Capital One Advisors. Shane holds the CFP® designation.
One of 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top 3% by experience at J.P. Morgan Securities
Office1111 Polaris Parkway, Floor 3j, Columbus, OH 43240
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowJ.P. Morgan Securities LLCCurrent firm
- 2016 – 2019Morgan StanleyPreviously
- Jan 2015 – Jul 2016Capital One Advisors, LLCPreviously
- 2010 – 2015Capital One Financial Advisors LLCPreviously
- Jun 2009 – Jan 2010Equitable Advisors, LLCPreviously
Contact Shane
Local office(614) 248-4827Ask for Shane. (800) 999-2000Main office · New York, NY 1111 Polaris Parkway, Floor 3jColumbus, OH 43240Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Shane
Tailored to Shane’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 Shane
How do I contact Shane?
Call Shane’s local office at (614) 248-4827 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Shane Morrison.
How long has Shane been a financial advisor?
Shane has been in the industry since 1994, about 33 years. Top 3% by experience at J.P. Morgan Securities.
What licenses does Shane hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Shane a fiduciary?
Shane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Shane paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Shane 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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