Osaic Wealth
40yrs
Top advisor by experience in Happy Valley
22yrs
Joyce Wright
Financial advisor at J.P. Morgan Securities
Based in Happy Valley, Oregon, Joyce Wright is a fiduciary financial advisor with 22 years of industry experience. Joyce has been with J.P. Morgan Securities since 2024; before that, Joyce spent five years at Morgan Stanley and 12 years at Merrill. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 14 advisors with offices in Happy Valley, and one of 14 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?Top 15% by experience at J.P. Morgan Securities
Office15820 SE Happy Valley Town Center, Happy Valley, OR 97086
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.
Series 66Uniform Combined State Law Examination
Career
- Oct 2024 – nowJ.P. Morgan Securities LLCCurrent firm
- 2019 – 2024Morgan StanleyPreviously
- 2007 – 2019MerrillPreviously
- 2004 – 2007Ameriprise Financial Services, LLCPreviously
Contact Joyce
(800) 999-2000Firm headquarters in New York, NY. Ask for Joyce. 15820 SE Happy Valley Town CenterHappy Valley, OR 97086Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Joyce
Tailored to Joyce’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 Joyce
How do I contact Joyce?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Joyce Wright. Joyce works from the Happy Valley, OR office.
How long has Joyce been a financial advisor?
Joyce has been in the industry since 2004, about 22 years. Top 15% by experience at J.P. Morgan Securities.
What licenses does Joyce hold?
Series 66. Tap any license on this page to see what it allows.
Is Joyce a fiduciary?
Joyce is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joyce paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Joyce 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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