Winthrop Wealth
25yrs
Top advisor by experience in Shoreline
4yrs
Eric Radcliffe
Financial advisor at J.P. Morgan Securities
Based in Shoreline, Washington, Eric Radcliffe is a fiduciary financial advisor with 4 years of industry experience. Eric has been with J.P. Morgan Securities since 2024; before that, Eric spent two years at Merrill Lynch, Pierce, Fenner & Smith. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 29 advisors with offices in Shoreline, and one of 27 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office18200 Midvale Ave. N, Shoreline, WA 98133
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
- 2024 – nowJ.p. Morgan Securities LLCCurrent firm
- 2022 – 2024
Questions to ask Eric
Tailored to Eric’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 Eric
How do I contact Eric?
Call J.P. Morgan Securities at 800-999-2000 and ask for Eric Radcliffe. Eric works from the Shoreline, WA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Eric 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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