Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
6yrs
James Lopez
Financial advisor at J.P. Morgan Securities
James Lopez has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Columbus, Ohio. James has been with J.P. Morgan Securities since 2023; before that, James spent 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 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office1111 Polaris Parkway, Columbus, OH 43240
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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowJ.P. Morgan Securities LLCCurrent firm
- 2020 – 2023Morgan StanleyPreviously
Contact James
Local office(614) 248-4827Ask for James. (800) 999-2000Main office · New York, NY 1111 Polaris ParkwayColumbus, OH 43240Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask James
Tailored to James’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 James
How do I contact James?
Call James’s local office at (614) 248-4827 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for James Lopez.
How long has James been a financial advisor?
James has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask James 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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