Osaic Wealth
42yrs
Top advisor by experience in Merrick
23yrs
Michael Mott
Financial advisor at J.P. Morgan Securities
Michael Mott has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Merrick, New York. After four years at Chase Investment Services, Michael joined J.P. Morgan Securities in 2012, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 26 advisors with offices in Merrick, and one of 25 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?Top 14% by experience at J.P. Morgan Securities
Office2122 Merrick Avenue, Merrick, NY 11566
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 Michael
(800) 999-2000Firm headquarters in New York, NY. Ask for Michael. 2122 Merrick AvenueMerrick, NY 11566Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Michael
Tailored to Michael’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 Michael
How do I contact Michael?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Michael Mott. Michael works from the Merrick, NY office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2004, about 23 years. Top 14% by experience at J.P. Morgan Securities.
What licenses does Michael hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Michael 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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