Osaic Wealth
28yrs
Top advisor by experience in Martinez
10yrs
Samantha DeVito
Financial advisor at J.P. Morgan Securities
Samantha DeVito is a fiduciary financial advisor in Martinez, California, with 10 years in the industry. Samantha joined J.P. Morgan Securities in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 18 advisors with offices in Martinez, and one of 18 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?More experience than 52% of advisors at J.P. Morgan Securities
Office4201 Alhambra Avenue, Martinez, CA 94553
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.
Career
- Nov 2025 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Samantha
(800) 999-2000Firm headquarters in New York, NY. Ask for Samantha. 4201 Alhambra AvenueMartinez, CA 94553Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Samantha
Tailored to Samantha’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 Samantha
How do I contact Samantha?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Samantha DeVito. Samantha works from the Martinez, CA office.
How long has Samantha been a financial advisor?
Samantha has been in the industry since 2016, about 10 years. More experience than 52% of advisors at J.P. Morgan Securities.
What licenses does Samantha hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Samantha a fiduciary?
Samantha is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Samantha paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Samantha 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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