Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
14yrs
Marie Donner
Financial advisor at J.P. Morgan Securities
Marie Donner is a fiduciary financial advisor in Columbus, Ohio, with 14 years in the industry. After ten years at Charles Schwab & CO., Marie joined J.P. Morgan Securities in 2022, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 64% of advisors at J.P. Morgan Securities
Office1111 Polaris Parkway, Floor 3j, 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 ?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
- 2022 – nowJ.P. Morgan Securities LLCCurrent firm
- 2012 – 2022Charles Schwab & CO., Inc.Previously
Contact Marie
Local office(614) 248-4827Ask for Marie. (800) 999-2000Main office · New York, NY 1111 Polaris Parkway, Floor 3jColumbus, OH 43240Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Marie
Tailored to Marie’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 Marie
How do I contact Marie?
Call Marie’s local office at (614) 248-4827 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Marie Donner.
How long has Marie been a financial advisor?
Marie has been in the industry since 2012, about 14 years. More experience than 64% of advisors at J.P. Morgan Securities.
What licenses does Marie hold?
Series 66. Tap any license on this page to see what it allows.
Is Marie a fiduciary?
Marie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marie paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Marie 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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