UBS Financial Services
47yrs
Top 1% by experience in Atlanta
26yrs
Jonathan Parris
Financial advisor at J.P. Morgan Securities
Based in Atlanta, Georgia, Jonathan Parris is a fiduciary financial advisor with 26 years of industry experience. Jonathan has been with J.P. Morgan Securities since 2024; before that, Jonathan spent nine years at Merrill and five years at Banc of America 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 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?Top 10% by experience at J.P. Morgan Securities
Office3424 Peachtree Rd NE Floor 24, Atlanta, GA 30326
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.
Career
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
- 2009 – 2018MerrillPreviously
- 2005 – 2009Banc of America Investment Services, Inc.Previously
Contact Jonathan
Local office(404) 926-2582Ask for Jonathan. (800) 999-2000Main office · New York, NY 3424 Peachtree Rd NE Floor 24Atlanta, GA 30326Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Jonathan
Tailored to Jonathan’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 Jonathan
How do I contact Jonathan?
Call Jonathan’s local office at (404) 926-2582 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Jonathan Parris.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2001, about 26 years. Top 10% by experience at J.P. Morgan Securities.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jonathan 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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