Morgan Stanley
47yrs
Top advisor by experience in New York
30yrs
Michael Halfon
Financial advisor at J.p. Morgan Securities
At a glance
Experience30 years (since 1997)
How that compares ?Top 5% by experience at J.p. Morgan Securities
Office390 Madison Ave, New York, NY 10017
How the firm is paid ?Percent of assets, Other
States licensed ?2 states
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2012 – nowJ.p. Morgan Securities LLCCurrent firm
- 2001 – 2012Chase Investment Services Corp.Previously
Questions to ask Michael
Tailored to Michael’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call J.p. Morgan Securities at 800-999-2000 and ask for Michael Halfon. Michael works from the New York, NY office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1997, about 30 years. Top 5% by experience at J.p. Morgan Securities.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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