Morgan Stanley
47yrs
Top advisor by experience in New York
22yrs
Atri Bhalla
Financial advisor at J.P. Morgan Securities
Atri Bhalla has worked in the financial industry for 22 years and is a fiduciary financial advisor based in New York, New York. Atri joined J.P. Morgan Securities in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?Top 15% by experience at J.P. Morgan Securities
Office270 Park Avenue Floors 24 And 25, New York, NY 10017
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.
Career
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Atri
Local office(212) 464-0203Ask for Atri. (800) 999-2000Main office 270 Park Avenue Floors 24 And 25New York, NY 10017Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Atri
Tailored to Atri’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 Atri
How do I contact Atri?
Call Atri’s local office at (212) 464-0203 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Atri Bhalla.
How long has Atri been a financial advisor?
Atri has been in the industry since 2004, about 22 years. Top 15% by experience at J.P. Morgan Securities.
What licenses does Atri hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Atri a fiduciary?
Atri is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Atri paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Atri 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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