Equitas Capital Advisors
46yrs
Top advisor by experience in New Orleans
13yrs
Based in New Orleans, Louisiana, Eric Greenberg is a fiduciary financial advisor with 13 years of industry experience. Eric 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 676 advisors with offices in New Orleans, and one of 608 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 61% of advisors at J.P. Morgan Securities
Office201 Saint Charles Ave Floor 28, New Orleans, LA 70170
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
Questions to ask Eric
Tailored to Eric’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 Eric
How do I contact Eric?
Call Eric’s local office at (504) 623-1563 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Eric Greenberg.
How long has Eric been a financial advisor?
Eric has been in the industry since 2013, about 13 years. More experience than 61% of advisors at J.P. Morgan Securities.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Eric 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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