B. Riley Wealth Advisors
43yrs
Top advisor by experience in Brooklyn
21yrs
Dwayne Winter is a fiduciary financial advisor in Brooklyn, New York, with 21 years in the industry. Dwayne joined J.P. Morgan Securities in 2012, after 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 579 advisors with offices in Brooklyn, and one of 507 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?Top 17% by experience at J.P. Morgan Securities
Office1000 Nostrand Avenue, Brooklyn, NY 11225
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
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.
Career
- 2012 – nowJ.P. Morgan Securities LLCCurrent firm
- 2008 – 2012Chase Investment Services Corp.Previously
Contact Dwayne
(800) 999-2000Firm headquarters in New York, NY. Ask for Dwayne. 1000 Nostrand AvenueBrooklyn, NY 11225Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Dwayne
Tailored to Dwayne’s registration and firm.
- 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 Dwayne
How do I contact Dwayne?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Dwayne Winter. Dwayne works from the Brooklyn, NY office.
How long has Dwayne been a financial advisor?
Dwayne has been in the industry since 2005, about 21 years. Top 17% by experience at J.P. Morgan Securities.
What licenses does Dwayne hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Dwayne a fiduciary?
Dwayne is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dwayne paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Dwayne 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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