Primerica Advisors
21yrs
More experience than 65% of advisors at Primerica Advisors
7yrs
Stephon Watson
Financial advisor at J.P. Morgan Securities
Stephon Watson is a fiduciary financial advisor in Whiteplains, New York, with 7 years in the industry. Stephon joined J.P. Morgan Securities in 2025, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 4 advisors with offices in Whiteplains, and one of 2 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office566 North Broadway, Whiteplains, NY 10603
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
- Aug 2025 – nowJ.P. Morgan Securities LLCCurrent firm
Questions to ask Stephon
Tailored to Stephon’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 Stephon
How do I contact Stephon?
Call J.P. Morgan Securities at 800-999-2000 and ask for Stephon Watson. Stephon works from the Whiteplains, NY office.
How long has Stephon been a financial advisor?
Stephon has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Stephon hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Stephon a fiduciary?
Stephon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephon paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Stephon 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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