Morgan Stanley
47yrs
Top advisor by experience in New York
5yrs
Devlin Morales
Financial advisor at J.P. Morgan Securities
Devlin Morales has worked in the financial industry for 5 years and is a fiduciary financial advisor based in New York, New York. After less than a year at Equitable Advisors, Devlin joined J.P. Morgan Securities in 2026, 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
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office156 Second Ave, New York, NY 10003
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 2026 – nowJ.P. Morgan Securities LLCCurrent firm
- Jan 2026 – Mar 2026Equitable Advisors, LLCPreviously
Contact Devlin
(800) 999-2000J.P. Morgan Securities main office 156 Second AveNew York, NY 10003Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Devlin
Tailored to Devlin’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 Devlin
How do I contact Devlin?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Devlin Morales. Devlin works from the New York, NY office.
How long has Devlin been a financial advisor?
Devlin has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Devlin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Devlin a fiduciary?
Devlin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devlin paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Devlin 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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