UBS Financial Services
47yrs
Top advisor by experience in Fort Lauderdale
New
Kyle Gallagher
Financial advisor at J.p. Morgan Securities
Kyle Gallagher is a fiduciary financial advisor in Fort Lauderdale, Florida, registered since Nov 2025. Kyle has been with J.p. Morgan Securities since 2026. J.p. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 1189 advisors with offices in Fort Lauderdale, and one of 1103 fiduciaries.
At a glance
ExperienceNew to the profession (since Nov 2025)
How that compares ?New to the profession
Office201 E Las Olas Suite 2400, Fort Lauderdale, FL 33301
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
- May 2026 – nowJ.p. Morgan Securities LLCCurrent firm
Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kyle
How do I contact Kyle?
Call J.p. Morgan Securities at 800-999-2000 and ask for Kyle Gallagher. Kyle works from the Fort Lauderdale, FL office.
How long has Kyle been a financial advisor?
Kyle is new to the profession, registered since Nov 2025, and holds 2 licenses.
What licenses does Kyle hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kyle a fiduciary?
Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kyle paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Kyle 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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