Morgan Stanley
47yrs
Top advisor by experience in New York
27yrs
Based in New York, New York, Mary Erdoes is a financial advisor with 27 years of industry experience. Mary has been with J.P. Morgan Securities since 2008. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
At a glance
Experience27 years (since 1999)
How that compares ?Top 7% by experience at J.P. Morgan Securities
Office270 Park Avenue, 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.
Series 63Uniform Securities Agent State Law Examination
Career
- 2008 – nowJ.P. Morgan Securities LLCCurrent firm
- Aug 2008 – Oct 2008J.P. Morgan Securities Inc.Previously
Questions to ask Mary
Tailored to Mary’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 Mary
How do I contact Mary?
Call Mary’s local office at (212) 464-0203 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Mary Erdoes.
How long has Mary been a financial advisor?
Mary has been in the industry since 1999, about 27 years. Top 7% by experience at J.P. Morgan Securities.
What licenses does Mary hold?
Series 63. Tap any license on this page to see what it allows.
Is Mary a fiduciary?
Mary is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Mary paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Mary 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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