Merrill
36yrs
Top advisor by experience in Ontario
14yrs
Arthur Angulo
Financial advisor at J.P. Morgan Securities
Based in Ontario, California, Arthur Angulo is a fiduciary financial advisor with 14 years of industry experience. Arthur has been with J.P. Morgan Securities since 2018; before that, Arthur spent two years at Advice and Planning Services and a year at Citigroup Global Markets. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 100 advisors with offices in Ontario, and one of 92 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 63% of advisors at J.P. Morgan Securities
OfficeOntario, CA
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
- 2018 – nowJ.P. Morgan Securities LLCCurrent firm
- Nov 2016 – Sep 2018
- Oct 2015 – Nov 2016Citigroup Global Markets Inc.Previously
- Sep 2014 – Jul 2015Charles Schwab & CO., Inc.Previously
Contact Arthur
(800) 999-2000Firm headquarters in New York, NY. Ask for Arthur. Ontario, CAOffice · Get directions Firm websitewealthpartners.jpmorgan.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Arthur
Tailored to Arthur’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Arthur
How do I contact Arthur?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Arthur Angulo. Arthur works from the Ontario, CA office.
How long has Arthur been a financial advisor?
Arthur has been in the industry since 2013, about 14 years. More experience than 63% of advisors at J.P. Morgan Securities.
What licenses does Arthur hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Arthur a fiduciary?
Arthur is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Arthur paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Arthur 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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