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Advisors / Pennsylvania / Bensalem
8yrs

Eric Hansen

Financial advisor at J.P. Morgan Securities

Based in Bensalem, Pennsylvania, Eric Hansen is a fiduciary financial advisor with 8 years of industry experience. Eric joined J.P. Morgan Securities in 2022, after a year 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 24 advisors with offices in Bensalem, and one of 21 fiduciaries.

Bensalem, PA 19020Fiduciary advisor

At a glance

Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1729 Street Rd, Bensalem, PA 19020
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 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2022 – now
  2. Mar 2021 – Oct 2021

Questions to ask Eric

Tailored to Eric’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Eric

How do I contact Eric?

Call J.P. Morgan Securities at (800) 999-2000 and ask for Eric Hansen. Eric works from the Bensalem, PA office.

How long has Eric been a financial advisor?

Eric has been in the industry since 2018, about 8 years. 8 years in the industry.

What licenses does Eric hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Eric a fiduciary?

Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Eric paid?

J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Eric 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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