Private Advisor Group
47yrs
Top advisor by experience at Private Advisor Group
33yrs
Stephan Rothe is a fiduciary financial advisor in Morristown, New Jersey, with 33 years in the industry. Stephan joined J.P. Morgan Securities in 2013, after eight years at Merrill. Stephan holds the CFP® designation.
One of 1155 advisors with offices in Morristown, and one of 1029 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top 3% by experience at J.P. Morgan Securities
Office225 South Street 2nd Floor, Morristown, NJ 07960
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
- 2013 – nowJ.P. Morgan Securities LLCCurrent firm
- 2005 – 2013MerrillPreviously
Contact Stephan
(800) 999-2000Firm headquarters in New York, NY. Ask for Stephan. 225 South Street 2nd FloorMorristown, NJ 07960Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Stephan
Tailored to Stephan’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 Stephan
How do I contact Stephan?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Stephan Rothe. Stephan works from the Morristown, NJ office.
How long has Stephan been a financial advisor?
Stephan has been in the industry since 1994, about 33 years. Top 3% by experience at J.P. Morgan Securities.
What licenses does Stephan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Stephan a fiduciary?
Stephan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephan paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Stephan 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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