Prospera Financial Services
47yrs
Top advisor by experience in Metairie
21yrs
Wayne Marshall
Financial advisor at J.P. Morgan Securities
Based in Metairie, Louisiana, Wayne Marshall is a fiduciary financial advisor with 21 years of industry experience. Wayne has been with J.P. Morgan Securities since 2012; before that, Wayne spent seven years at Chase Investment Services. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 360 advisors with offices in Metairie, and one of 306 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?Top 18% by experience at J.P. Morgan Securities
Office1415 Metairie Road, Metairie, LA 70005
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
- 2006 – 2012Chase Investment Services Corp.Previously
Contact Wayne
(800) 999-2000Firm headquarters in New York, NY. Ask for Wayne. 1415 Metairie RoadMetairie, LA 70005Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Wayne
Tailored to Wayne’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 Wayne
How do I contact Wayne?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Wayne Marshall. Wayne works from the Metairie, LA office.
How long has Wayne been a financial advisor?
Wayne has been in the industry since 2006, about 21 years. Top 18% by experience at J.P. Morgan Securities.
What licenses does Wayne hold?
Series 66. Tap any license on this page to see what it allows.
Is Wayne a fiduciary?
Wayne is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wayne paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Wayne 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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