Kestra Advisory Services
42yrs
Top advisor by experience in Huntington
28yrs
Based in Huntington, New York, Tarleton Smith is a fiduciary financial advisor with 28 years of industry experience. Tarleton has been with J.P. Morgan Securities since 2012; before that, Tarleton spent ten years at Chase Investment Services. Tarleton holds the CFP® designation.
One of 90 advisors with offices in Huntington, and one of 75 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 7% by experience at J.P. Morgan Securities
Office350 Main St Floor 2, Huntington, NY 11743
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
- 2012 – nowJ.P. Morgan Securities LLCCurrent firm
- 2003 – 2012Chase Investment Services Corp.Previously
Contact Tarleton
(800) 999-2000Firm headquarters in New York, NY. Ask for Tarleton. 350 Main St Floor 2Huntington, NY 11743Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Tarleton
Tailored to Tarleton’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 Tarleton
How do I contact Tarleton?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Tarleton Smith. Tarleton works from the Huntington, NY office.
How long has Tarleton been a financial advisor?
Tarleton has been in the industry since 1998, about 28 years. Top 7% by experience at J.P. Morgan Securities.
What licenses does Tarleton hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Tarleton a fiduciary?
Tarleton is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tarleton paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Tarleton 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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