Equitable Advisors
40yrs
Top advisor by experience in Tustin
18yrs
Kelaiah Doby
Financial advisor at J.P. Morgan Securities
Based in Tustin, California, Kelaiah Doby is a fiduciary financial advisor with 18 years of industry experience. Kelaiah joined J.P. Morgan Securities in 2022, after three years at TD Ameritrade and three years at TD Ameritrade Investment Management. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 107 advisors with offices in Tustin, and one of 95 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?Top 24% by experience at J.P. Morgan Securities
Office615 E. 1 St, Tustin, CA 92780
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
- 2022 – nowJ.P. Morgan Securities LLCCurrent firm
- 2018 – 2021TD Ameritrade, Inc.Previously
- 2018 – 2020TD Ameritrade Investment Management, LLCPreviously
- Feb 2017 – Feb 2018Scottrade Investment ManagementPreviously
Contact Kelaiah
(800) 999-2000Firm headquarters in New York, NY. Ask for Kelaiah. 615 E. 1 StTustin, CA 92780Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Kelaiah
Tailored to Kelaiah’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 Kelaiah
How do I contact Kelaiah?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Kelaiah Doby. Kelaiah works from the Tustin, CA office.
How long has Kelaiah been a financial advisor?
Kelaiah has been in the industry since 2008, about 18 years. Top 24% by experience at J.P. Morgan Securities.
What licenses does Kelaiah hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Kelaiah a fiduciary?
Kelaiah is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kelaiah paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Kelaiah 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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