Morgan Stanley
47yrs
Top advisor by experience in New York
12yrs
Aaron Dash
Financial advisor at J.P. Morgan Securities
Aaron Dash has worked in the financial industry for 12 years and is a fiduciary financial advisor based in New York, New York. Aaron has been with J.P. Morgan Securities since 2021; before that, Aaron spent five years at Merrill. Aaron holds the CFP® designation.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 58% of advisors at J.P. Morgan Securities
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowJ.P. Morgan Securities LLCCurrent firm
- 2014 – 2019MerrillPreviously
Contact Aaron
Local office(212) 464-0203Ask for Aaron. (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 Aaron
Tailored to Aaron’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 Aaron
How do I contact Aaron?
Call Aaron’s local office at (212) 464-0203 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Aaron Dash.
How long has Aaron been a financial advisor?
Aaron has been in the industry since 2014, about 12 years. More experience than 58% of advisors at J.P. Morgan Securities.
What licenses does Aaron hold?
Series 66. Tap any license on this page to see what it allows.
Is Aaron a fiduciary?
Aaron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Aaron paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Aaron 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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