LPL Financial
40yrs
Top advisor by experience in Huntington Station
24yrs
Mustafa Yaqubie
Financial advisor at J.P. Morgan Securities
Based in Huntington Station, New York, Mustafa Yaqubie is a fiduciary financial advisor with 24 years of industry experience. Mustafa has been with J.P. Morgan Securities since 2012; before that, Mustafa spent three years at Chase Investment Services and a year at Morgan Stanley. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 23 advisors with offices in Huntington Station, and one of 11 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?Top 12% by experience at J.P. Morgan Securities
Office55 W. Jericho Turnpkie, Huntington Station, NY 11746
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.
Series 66Uniform Combined State Law Examination
Career
- 2012 – nowJ.P. Morgan Securities LLCCurrent firm
- 2010 – 2012Chase Investment Services Corp.Previously
- Jun 2009 – Feb 2010Morgan StanleyPreviously
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- Sep 2006 – Apr 2007Morgan Stanley DW Inc.Previously
- Oct 2004 – Sep 2006Banc of America Investment Services, Inc.Previously
- Mar 2003 – Oct 2004Quick & Reilly, Inc.Previously
Contact Mustafa
55 W. Jericho TurnpkieHuntington Station, NY 11746Office · Get directions Firm main line(800) 999-2000Headquarters: J.P. Morgan Securities · New York, NY Firm websitewealthpartners.jpmorgan.com
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Questions to ask Mustafa
Tailored to Mustafa’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 Mustafa
How do I contact Mustafa?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Mustafa Yaqubie. Mustafa works from the Huntington Station, NY office.
How long has Mustafa been a financial advisor?
Mustafa has been in the industry since 2002, about 24 years. Top 12% by experience at J.P. Morgan Securities.
What licenses does Mustafa hold?
Series 66. Tap any license on this page to see what it allows.
Is Mustafa a fiduciary?
Mustafa is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mustafa paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Mustafa 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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