Osaic Institutions
34yrs
Top advisor by experience in Haverford
15yrs
Jonathan Master
Financial advisor at J.P. Morgan Securities
Based in Haverford, Pennsylvania, Jonathan Master is a fiduciary financial advisor with 15 years of industry experience. Jonathan joined J.P. Morgan Securities in 2019, after eight years at Merrill. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 8 advisors with offices in Haverford, and one of 8 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 67% of advisors at J.P. Morgan Securities
Office396 W Lancaster Ave, Haverford, PA 19041
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
- 2019 – nowJ.P. Morgan Securities LLCCurrent firm
- 2011 – 2019MerrillPreviously
Contact Jonathan
(800) 999-2000Firm headquarters in New York, NY. Ask for Jonathan. 396 W Lancaster AveHaverford, PA 19041Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Jonathan
Tailored to Jonathan’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 Jonathan
How do I contact Jonathan?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Jonathan Master. Jonathan works from the Haverford, PA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2011, about 15 years. More experience than 67% of advisors at J.P. Morgan Securities.
What licenses does Jonathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jonathan 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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