Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
10yrs
Scott Mac Cormac has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Bellevue, Washington. Scott has been with J.P. Morgan Securities since 2018; before that, Scott spent a year 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 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?More experience than 50% of advisors at J.P. Morgan Securities
Office10885 NE 4th St Floor.2, Bellevue, WA 98004
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.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowJ.P. Morgan Securities LLCCurrent firm
- Nov 2016 – Apr 2018MerrillPreviously
Contact Scott
10885 NE 4th St Floor.2Bellevue, WA 98004Office · Get directions Firm main line(800) 999-2000Headquarters: J.P. Morgan Securities · New York, NY Firm websitewealthpartners.jpmorgan.com
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Questions to ask Scott
Tailored to Scott’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 Scott
How do I contact Scott?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Scott Mac Cormac. Scott works from the Bellevue, WA office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2016, about 10 years. More experience than 50% of advisors at J.P. Morgan Securities.
What licenses does Scott hold?
Series 66. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Scott 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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