Osaic Wealth
41yrs
Top advisor by experience in Forest Lake
6yrs
Adam Cachero
Financial advisor at J.P. Morgan Securities
Adam Cachero has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Forest Lake, Minnesota. After a year at Morgan Stanley and two years at Harrisdirect, Adam joined J.P. Morgan Securities in 2024, 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 40 advisors with offices in Forest Lake, and one of 37 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office1232 W Broadway Ave, Forest Lake, MN 55025
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
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
- Sep 2023 – Apr 2024Morgan StanleyPreviously
- Oct 2021 – Sep 2023Harrisdirect LLCPreviously
Contact Adam
1232 W Broadway AveForest Lake, MN 55025Office · Get directions Firm main line(800) 999-2000Headquarters: J.P. Morgan Securities · New York, NY Firm websitewealthpartners.jpmorgan.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Adam
Tailored to Adam’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 Adam
How do I contact Adam?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Adam Cachero. Adam works from the Forest Lake, MN office.
How long has Adam been a financial advisor?
Adam has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Adam hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Adam a fiduciary?
Adam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Adam paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Adam 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
LPL Financial
38yrs
Top 5% by experience in Forest Lake
Advisor Share Wealth Management
38yrs
Top 5% by experience in Minnesota
Thrivent Investment Management
35yrs
Top 3% by experience at Thrivent Investment Management
Ameriprise Financial Services
34yrs
Top 10% by experience in Minnesota
Osaic Wealth
33yrs
Top 11% by experience in Minnesota