Level Four Advisory Services
46yrs
Top advisor by experience at Level Four Advisory Services
11yrs
Fred Wu
Financial advisor at J.P. Morgan Securities
Fred Wu has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Great Neck, New York. Fred has been with J.P. Morgan Securities since 2021. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 137 advisors with offices in Great Neck, and one of 119 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 55% of advisors at J.P. Morgan Securities
Office22 Grace Avenue, Great Neck, NY 11021
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.
Career
- 2021 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Fred
(800) 999-2000Firm headquarters in New York, NY. Ask for Fred. 22 Grace AvenueGreat Neck, NY 11021Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Fred
Tailored to Fred’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 Fred
How do I contact Fred?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Fred Wu. Fred works from the Great Neck, NY office.
How long has Fred been a financial advisor?
Fred has been in the industry since 2015, about 11 years. More experience than 55% of advisors at J.P. Morgan Securities.
What licenses does Fred hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Fred a fiduciary?
Fred is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Fred paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Fred 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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