Edward Jones
22yrs
Top advisor by experience in Safford
7yrs
Clancy Schmidt
Financial advisor at J.P. Morgan Securities
Clancy Schmidt is a fiduciary financial advisor in Safford, Arizona, with 7 years in the industry. Clancy joined J.P. Morgan Securities in 2020, 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 9 advisors with offices in Safford, and one of 9 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
Office321 W Main Street, Safford, AZ 85546
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.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Clancy
(800) 999-2000Firm headquarters in New York, NY. Ask for Clancy. 321 W Main StreetSafford, AZ 85546Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Clancy
Tailored to Clancy’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 Clancy
How do I contact Clancy?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Clancy Schmidt. Clancy works from the Safford, AZ office.
How long has Clancy been a financial advisor?
Clancy has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does Clancy hold?
Series 66. Tap any license on this page to see what it allows.
Is Clancy a fiduciary?
Clancy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Clancy paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Clancy 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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