Morgan Stanley
47yrs
Top advisor by experience in New York
7yrs
Sara Ruby is a fiduciary financial advisor in New York, New York, with 7 years in the industry. Sara joined J.P. Morgan Securities in 2026, after less than a year at U.S. Bancorp Advisors and less than a year at U.S. Bancorp Investments. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office253 Broadway, New York, NY 10007
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
- Jul 2026 – nowJ.P. Morgan Securities LLCCurrent firm
- Feb 2026 – Jun 2026U.S. Bancorp Advisors, LLCPreviously
- Oct 2025 – Feb 2026U.S. Bancorp Investments, Inc.Previously
- 2019 – 2025Wells Fargo Clearing Services, LLCPreviously
Contact Sara
(800) 999-2000J.P. Morgan Securities main office 253 BroadwayNew York, NY 10007Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Sara
Tailored to Sara’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 Sara
How do I contact Sara?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Sara Ruby. Sara works from the New York, NY office.
How long has Sara been a financial advisor?
Sara has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Sara hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Sara a fiduciary?
Sara is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sara paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Sara 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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