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Advisors / Florida / Venice
13yrs

Derek Delagrange

Financial advisor at J.P. Morgan Securities

Derek Delagrange is a fiduciary financial advisor in Venice, Florida, with 13 years in the industry. After a year at Merrill and three years at Wells Fargo Advisors, Derek joined J.P. Morgan Securities in 2025, 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 153 advisors with offices in Venice, and one of 140 fiduciaries.

Venice, FL 34292Fiduciary advisor

At a glance

Experience13 years (since 2014)
How that compares ?More experience than 60% of advisors at J.P. Morgan Securities
Office401 Jacaranda Blvd, Venice, FL 34292
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 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Jul 2025 – now
  2. Sep 2024 – Jul 2025
    MerrillPreviously
  3. 2021 – 2024

Questions to ask Derek

Tailored to Derek’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Derek

How do I contact Derek?

Call J.P. Morgan Securities at (800) 999-2000 and ask for Derek Delagrange. Derek works from the Venice, FL office.

How long has Derek been a financial advisor?

Derek has been in the industry since 2014, about 13 years. More experience than 60% of advisors at J.P. Morgan Securities.

What licenses does Derek hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Derek a fiduciary?

Derek is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Derek paid?

J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Derek 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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