Morgan Stanley
47yrs
Top advisor by experience in New York
7yrs
Stephanie Lyons is a fiduciary financial advisor in New York, New York, with 7 years in the industry. After two years at United Capital Financial Advisors, Stephanie joined J.P. Morgan Securities in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
Office270 Park Avenue 22nd And 23rd Floors, New York, NY 10017
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
- 2022 – nowJ.P. Morgan Securities LLCCurrent firm
- Mar 2021 – Oct 2022United Capital Financial AdvisorsPreviously
Contact Stephanie
Local office(212) 464-0203Ask for Stephanie. (800) 999-2000Main office 270 Park Avenue 22nd And 23rd FloorsNew York, NY 10017Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Stephanie
Tailored to Stephanie’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 Stephanie
How do I contact Stephanie?
Call Stephanie’s local office at (212) 464-0203 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Stephanie Lyons.
How long has Stephanie been a financial advisor?
Stephanie has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does Stephanie hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephanie a fiduciary?
Stephanie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephanie paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Stephanie 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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