Morgan Stanley
47yrs
Top advisor by experience in New York
5yrs
Arjun Kumar
Financial advisor at J.P. Morgan Securities
Arjun Kumar has worked in the financial industry for 5 years and is a fiduciary financial advisor based in New York, New York. Arjun joined J.P. Morgan Securities in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is 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
Office260 Madison Avenue, New York, NY 10016
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
Questions to ask Arjun
Tailored to Arjun’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 Arjun
How do I contact Arjun?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Arjun Kumar. Arjun works from the New York, NY office.
How long has Arjun been a financial advisor?
Arjun has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Arjun hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Arjun a fiduciary?
Arjun is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Arjun paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Arjun 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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