UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
8yrs
Susannah Killen
Full name on record: Susannah Straton Killen
Financial advisor at J.P. Morgan Securities
Susannah Killen is a fiduciary financial advisor in Dallas, Texas, with 8 years in the industry. Susannah joined J.P. Morgan Securities in 2024, 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 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1900 N. Akard St. 5th And 6th Floor., Dallas, TX 75201
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
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Susannah
Local office(214) 965-3000Ask for Susannah. (800) 999-2000Main office · New York, NY 1900 N. Akard St. 5th And 6th Floor.Dallas, TX 75201Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Susannah
Tailored to Susannah’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 Susannah
How do I contact Susannah?
Call Susannah’s local office at (214) 965-3000 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Susannah Killen.
How long has Susannah been a financial advisor?
Susannah has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Susannah hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Susannah a fiduciary?
Susannah is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Susannah paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Susannah 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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