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Advisors / New York / Glendale
11yrs

Dawei Lin

Financial advisor at J.P. Morgan Securities

Dawei Lin has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Glendale, New York. Dawei has been with J.P. Morgan Securities since 2019; before that, Dawei spent three years at HSBC Securities (usa). Dawei holds the CFP® designation.

Glendale, NY 11385CFP®Fiduciary advisor
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At a glance

Experience11 years (since 2016)
How that compares ?More experience than 53% of advisors at J.P. Morgan Securities
Office71-04 Woodhaven Blvd., Glendale, NY 11385
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 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2019 – now
  2. 2017 – 2019

Questions to ask Dawei

Tailored to Dawei’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

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About Dawei

How do I contact Dawei?

Call J.P. Morgan Securities at (800) 999-2000 and ask for Dawei Lin. Dawei works from the Glendale, NY office.

How long has Dawei been a financial advisor?

Dawei has been in the industry since 2016, about 11 years. More experience than 53% of advisors at J.P. Morgan Securities.

What licenses does Dawei hold?

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

Is Dawei a fiduciary?

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

How is Dawei paid?

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