B. Riley Wealth Advisors
43yrs
Top advisor by experience in Brooklyn
22yrs
Osher Douek
Financial advisor at J.P. Morgan Securities
Osher Douek has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Brooklyn, New York. After three years at Chase Investment Services, Osher joined J.P. Morgan Securities in 2012, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 579 advisors with offices in Brooklyn, and one of 507 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?Top 15% by experience at J.P. Morgan Securities
Office1101 Ave J, Floor1, Brooklyn, NY 11230
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
- 2010 – 2012Chase Investment Services Corp.Previously
- Jun 2007 – Dec 2008Chase Investment Services Corp.Previously
Contact Osher
1101 Ave J, Floor1Brooklyn, NY 11230Office · 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 Osher
Tailored to Osher’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 Osher
How do I contact Osher?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Osher Douek. Osher works from the Brooklyn, NY office.
How long has Osher been a financial advisor?
Osher has been in the industry since 2004, about 22 years. Top 15% by experience at J.P. Morgan Securities.
What licenses does Osher hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Osher a fiduciary?
Osher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Osher paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Osher 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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