UBS Financial Services
47yrs
Top 1% by experience in Atlanta
7yrs
Michael Jacques
Financial advisor at J.p. Morgan Securities
Based in Atlanta, Georgia, Michael Jacques is a fiduciary financial advisor with 7 years of industry experience. Michael joined J.p. Morgan Securities in 2026, after a year at Morgan Stanley. J.p. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 4533 advisors with offices in Atlanta, and one of 4078 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office3424 Peachtree Road NE, 11th Floor, Atlanta, GA 30326
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
- Jan 2026 – nowJ.p. Morgan Securities LLCCurrent firm
- May 2025 – Dec 2025Morgan StanleyPreviously
Questions to ask Michael
Tailored to Michael’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 Michael
How do I contact Michael?
Call J.p. Morgan Securities at 800-999-2000 and ask for Michael Jacques. Michael works from the Atlanta, GA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Michael hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Michael 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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