Morgan Stanley
47yrs
Top advisor by experience in Menlo Park
6yrs
Ellen Sheldon
Financial advisor at J.P. Morgan Securities
Ellen Sheldon has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Menlo Park, California. Ellen has been with J.P. Morgan Securities since 2023; before that, Ellen spent three 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 407 advisors with offices in Menlo Park, and one of 381 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office650 Santa Cruz Ave, Menlo Park, CA 94025
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
- 2020 – 2023MerrillPreviously
Contact Ellen
(800) 999-2000Firm headquarters in New York, NY. Ask for Ellen. 650 Santa Cruz AveMenlo Park, CA 94025Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Ellen
Tailored to Ellen’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 Ellen
How do I contact Ellen?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Ellen Sheldon. Ellen works from the Menlo Park, CA office.
How long has Ellen been a financial advisor?
Ellen has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Ellen hold?
Series 66. Tap any license on this page to see what it allows.
Is Ellen a fiduciary?
Ellen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ellen paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Ellen 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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