LPL Financial
44yrs
Top advisor by experience in Bay Shore
18yrs
Sameer Aga
Financial advisor at J.P. Morgan Securities
Based in Bay Shore, New York, Sameer Aga is a fiduciary financial advisor with 18 years of industry experience. Sameer joined J.P. Morgan Securities in 2012, after less than a year 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 19 advisors with offices in Bay Shore, and one of 17 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?Top 24% by experience at J.P. Morgan Securities
Office840 Sunrise Highway, Bay Shore, NY 11706
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
- 2012 – nowJ.P. Morgan Securities LLCCurrent firm
- May 2012 – Oct 2012Chase Investment Services Corp.Previously
Contact Sameer
(800) 999-2000Firm headquarters in New York, NY. Ask for Sameer. 840 Sunrise HighwayBay Shore, NY 11706Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Sameer
Tailored to Sameer’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sameer
How do I contact Sameer?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Sameer Aga. Sameer works from the Bay Shore, NY office.
How long has Sameer been a financial advisor?
Sameer has been in the industry since 2008, about 18 years. Top 24% by experience at J.P. Morgan Securities.
What licenses does Sameer hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Sameer a fiduciary?
Sameer is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sameer paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Sameer 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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