LPL Financial
34yrs
Top advisor by experience in Woodside
17yrs
Stacyann G Stallings
Financial advisor at J.p. Morgan Securities
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 74% of advisors at J.p. Morgan Securities
Office59-26 Woodside Avenue, Woodside, NY 11377
How the firm is paid ?Percent of assets, Other
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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2020 – nowJ.p. Morgan Securities LLCCurrent firm
Questions to ask Stacyann
Tailored to Stacyann’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 Stacyann
How do I contact Stacyann?
Call J.p. Morgan Securities at 800-999-2000 and ask for Stacyann G Stallings. Stacyann works from the Woodside, NY office.
How long has Stacyann been a financial advisor?
Stacyann has been in the industry since 2009, about 17 years. More experience than 74% of advisors at J.p. Morgan Securities.
What licenses does Stacyann hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Stacyann a fiduciary?
Stacyann is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stacyann paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Stacyann for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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