Morgan Stanley
47yrs
Top advisor by experience in New York
6yrs
Jamie Wright
Financial advisor at J.p. Morgan Securities
Jamie Wright is a fiduciary financial advisor in New York, New York, with 6 years in the industry. Jamie joined J.p. Morgan Securities in 2023, after four years at J.P. Morgan Private Wealth Advisors. J.p. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 15438 advisors with offices in New York, and one of 14016 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office277 Park Avenue 2nd & 3rd Floor, New York, NY 10172
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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowJ.p. Morgan Securities LLCCurrent firm
- 2020 – 2025J.p. Morgan Private Wealth Advisors LLCPreviously
Questions to ask Jamie
Tailored to Jamie’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jamie
How do I contact Jamie?
Call J.p. Morgan Securities at 800-999-2000 and ask for Jamie Wright. Jamie works from the New York, NY office.
How long has Jamie been a financial advisor?
Jamie has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Jamie hold?
Series 66. Tap any license on this page to see what it allows.
Is Jamie a fiduciary?
Jamie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jamie paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jamie 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.
Other advisors nearby
Oppenheimer &
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
Crews & Associates
47yrs
Top advisor by experience at Crews & Associates