Citizens Securities
10yrs
10 years in the industry
12yrs
Tamara Alter
Financial advisor at J.P. Morgan Securities
Tamara Alter has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Elizabeth, New Jersey. Tamara has been with J.P. Morgan Securities since 2025; before that, Tamara spent two years at Merrill and two years at Wells Fargo Advisors. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 3 advisors with offices in Elizabeth, and one of 3 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 57% of advisors at J.P. Morgan Securities
Office339 N Broad St, Elizabeth, NJ 07208
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
- Sep 2025 – nowJ.P. Morgan Securities LLCCurrent firm
- Feb 2024 – Aug 2025MerrillPreviously
- 2021 – 2023Wells Fargo Clearing Services, LLCPreviously
Contact Tamara
(800) 999-2000Firm headquarters in New York, NY. Ask for Tamara. 339 N Broad StElizabeth, NJ 07208Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Tamara
Tailored to Tamara’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 Tamara
How do I contact Tamara?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Tamara Alter. Tamara works from the Elizabeth, NJ office.
How long has Tamara been a financial advisor?
Tamara has been in the industry since 2014, about 12 years. More experience than 57% of advisors at J.P. Morgan Securities.
What licenses does Tamara hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Tamara a fiduciary?
Tamara is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tamara paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Tamara 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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