Morgan Stanley
47yrs
Top advisor by experience in New York
21yrs
Evan Soff
Financial advisor at J.P. Morgan Securities
Based in New York, New York, Evan Soff is a fiduciary financial advisor with 21 years of industry experience. Evan has been with J.P. Morgan Securities since 2023; before that, Evan spent four years at J.P. Morgan Private Wealth Advisors and ten years at Citigroup Global Markets. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?Top 17% by experience at J.P. Morgan Securities
Office1230 Avenue Of The Americas, New York, NY 10020
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
- 2023 – nowJ.P. Morgan Securities LLCCurrent firm
- 2021 – 2025J.P. Morgan Private Wealth Advisors LLCPreviously
- 2010 – 2021Citigroup Global Markets Inc.Previously
Contact Evan
Local office(646) 274-2550Ask for Evan. (800) 999-2000Main office 1230 Avenue Of The AmericasNew York, NY 10020Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Evan
Tailored to Evan’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 Evan
How do I contact Evan?
Call Evan’s local office at (646) 274-2550 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Evan Soff.
How long has Evan been a financial advisor?
Evan has been in the industry since 2005, about 21 years. Top 17% by experience at J.P. Morgan Securities.
What licenses does Evan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Evan a fiduciary?
Evan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Evan paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Evan 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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