J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
6yrs
Conner Stone
Financial advisor at J.P. Morgan Securities
Based in Los Angeles, California, Conner Stone is a fiduciary financial advisor with 6 years of industry experience. Conner joined J.P. Morgan Securities in 2025, after four years at Truist Advisory Services. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office1888 Century Park E, Floor 5, Los Angeles, CA 90067
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
- Aug 2025 – nowJ.P. Morgan Securities LLCCurrent firm
- 2021 – 2025Truist Advisory Services, Inc.Previously
Contact Conner
(800) 999-2000Firm headquarters in New York, NY. Ask for Conner. 1888 Century Park E, Floor 5Los Angeles, CA 90067Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Conner
Tailored to Conner’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 Conner
How do I contact Conner?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Conner Stone. Conner works from the Los Angeles, CA office.
How long has Conner been a financial advisor?
Conner has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Conner hold?
Series 66. Tap any license on this page to see what it allows.
Is Conner a fiduciary?
Conner is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Conner paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Conner 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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