Morgan Stanley
47yrs
Top advisor by experience in Garden City
9yrs
Based in Garden City, New York, Allison Roye is a fiduciary financial advisor with 9 years of industry experience. Allison joined J.P. Morgan Securities in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 802 advisors with offices in Garden City, and one of 678 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office1001 Franklin Ave, Garden City, NY 11530
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
- 2023 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Allison
(800) 999-2000Firm headquarters in New York, NY. Ask for Allison. 1001 Franklin AveGarden City, NY 11530Office · Get directions Firm websitewealthpartners.jpmorgan.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Allison
Tailored to Allison’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 Allison
How do I contact Allison?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Allison Roye. Allison works from the Garden City, NY office.
How long has Allison been a financial advisor?
Allison has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Allison hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Allison a fiduciary?
Allison is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Allison paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Allison 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.
Other advisors nearby
Wilmington Capital Securities
46yrs
Top 1% by experience in Garden City
Cornerstone Professional Advisor Services
46yrs
Top advisor by experience at Cornerstone Professional Advisor Services
Stifel, Nicolaus & Company
45yrs
Top 1% by experience in New York
Ameriprise Financial Services
45yrs
Top 1% by experience in New York
Merrill
45yrs
Top 1% by experience in New York