Integrated Wealth Concepts
46yrs
Top advisor by experience in Fairfax
11yrs
Sonja Faison
Financial advisor at J.P. Morgan Securities
Based in Fairfax, Virginia, Sonja Faison is a fiduciary financial advisor with 11 years of industry experience. Sonja joined J.P. Morgan Securities in 2023, after seven years at Merrill. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 298 advisors with offices in Fairfax, and one of 286 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?More experience than 53% of advisors at J.P. Morgan Securities
Office12955 Fair Lakes Shopping Center, Fairfax, VA 22033
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 66Uniform Combined State Law Examination
Career
- 2023 – nowJ.P. Morgan Securities LLCCurrent firm
- 2016 – 2023MerrillPreviously
Questions to ask Sonja
Tailored to Sonja’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 Sonja
How do I contact Sonja?
Call J.P. Morgan Securities at 800-999-2000 and ask for Sonja Faison. Sonja works from the Fairfax, VA office.
How long has Sonja been a financial advisor?
Sonja has been in the industry since 2016, about 11 years. More experience than 53% of advisors at J.P. Morgan Securities.
What licenses does Sonja hold?
Series 66. Tap any license on this page to see what it allows.
Is Sonja a fiduciary?
Sonja is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sonja paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Sonja 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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