Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
10yrs
Marisol Cozza
Financial advisor at J.P. Morgan Securities
Based in Irvine, California, Marisol Cozza is a fiduciary financial advisor with 10 years of industry experience. Marisol joined J.P. Morgan Securities in 2026, after four years at Wells Fargo Advisors. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office3 Park Plaza, Floor 3, Irvine, CA 92614
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
- Jan 2026 – nowJ.P. Morgan Securities LLCCurrent firm
- 2021 – 2026Wells Fargo Clearing Services, LLCPreviously
Contact Marisol
Local office(949) 852-4300Ask for Marisol. (800) 999-2000Main office · New York, NY 3 Park Plaza, Floor 3Irvine, CA 92614Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Marisol
Tailored to Marisol’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 Marisol
How do I contact Marisol?
Call Marisol’s local office at (949) 852-4300 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Marisol Cozza.
How long has Marisol been a financial advisor?
Marisol has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Marisol hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Marisol a fiduciary?
Marisol is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marisol paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Marisol 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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