B. Riley Wealth Advisors
43yrs
Top advisor by experience in Brooklyn
18yrs
Eric Lo
Financial advisor at J.P. Morgan Securities
Based in Brooklyn, New York, Eric Lo is a fiduciary financial advisor with 18 years of industry experience. Eric joined J.P. Morgan Securities in 2014, after a year at UBS Financial Services and three years at Morgan Stanley. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 579 advisors with offices in Brooklyn, and one of 507 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?Top 25% by experience at J.P. Morgan Securities
Office1722 Avenue U, Brooklyn, NY 11229
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.
Series 66Uniform Combined State Law Examination
Career
- 2014 – nowJ.P. Morgan Securities LLCCurrent firm
- Dec 2012 – Mar 2014UBS Financial Services Inc.Previously
- 2010 – 2012Morgan StanleyPreviously
Contact Eric
1722 Avenue UBrooklyn, NY 11229Office · Get directions Firm main line(800) 999-2000Headquarters: J.P. Morgan Securities · New York, NY Firm websitewealthpartners.jpmorgan.com
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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 J.P. Morgan Securities at (800) 999-2000 and ask for Eric Lo. Eric works from the Brooklyn, NY office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2009, about 18 years. Top 25% by experience at J.P. Morgan Securities.
What licenses does Eric hold?
Series 66. 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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