Morgan Stanley
47yrs
Top advisor by experience in New York
7yrs
Alexander Schultz
Financial advisor at J.P. Morgan Securities
Alexander Schultz has worked in the financial industry for 7 years and is a fiduciary financial advisor based in New York, New York. After three years at Citigroup Global Markets and less than a year at Citi Private Alternatives, Alexander 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 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
Office270 Park Avenue 22nd And 23rd Floors, New York, NY 10017
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.
Career
- Mar 2025 – nowJ.P. Morgan Securities LLCCurrent firm
- 2022 – 2025Citigroup Global Markets Inc.Previously
- Feb 2022 – Jun 2010Citi Private Alternatives, LLCPreviously
Contact Alexander
Local office(212) 464-0203Ask for Alexander. (800) 999-2000Main office 270 Park Avenue 22nd And 23rd FloorsNew York, NY 10017Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Alexander
Tailored to Alexander’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 Alexander
How do I contact Alexander?
Call Alexander’s local office at (212) 464-0203 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Alexander Schultz.
How long has Alexander been a financial advisor?
Alexander has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Alexander hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Alexander a fiduciary?
Alexander is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alexander paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Alexander 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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