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Advisors / West Virginia / Elkview
23yrs

Ralph Wagoner

Financial advisor at J.P. Morgan Securities

Based in Elkview, West Virginia, Ralph Wagoner is a fiduciary financial advisor with 23 years of industry experience. Ralph has been with J.P. Morgan Securities since 2012; before that, Ralph spent four years at Chase Investment Services. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.

One of 3 advisors with offices in Elkview, and one of 3 fiduciaries.

Elkview, WV 25071Top 14% by experience at J.P. Morgan SecuritiesFiduciary advisor

At a glance

Experience23 years (since 2004)
How that compares ?Top 14% by experience at J.P. Morgan Securities
Office558 Railroad Ave, Elkview, WV 25071
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
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2012 – now
  2. 2008 – 2012
    Chase Investment Services Corp.Previously

Questions to ask Ralph

Tailored to Ralph’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Ralph

How do I contact Ralph?

Call J.P. Morgan Securities at (800) 999-2000 and ask for Ralph Wagoner. Ralph works from the Elkview, WV office.

How long has Ralph been a financial advisor?

Ralph has been in the industry since 2004, about 23 years. Top 14% by experience at J.P. Morgan Securities.

What licenses does Ralph hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Ralph a fiduciary?

Ralph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ralph paid?

J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Ralph 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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