Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
4yrs
Avery Barth
Financial advisor at J.P. Morgan Securities
Avery Barth has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Newport Beach, California. After two years at J.P. Morgan Private Wealth Advisors, Avery 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 1843 advisors with offices in Newport Beach, and one of 1660 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office660 Newport Center Drive Suite 750, Newport Beach, CA 92660
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 – 2025J.P. Morgan Private Wealth Advisors LLCPreviously
Questions to ask Avery
Tailored to Avery’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 Avery
How do I contact Avery?
Call Avery’s local office at (949) 467-3900 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Avery Barth.
How long has Avery been a financial advisor?
Avery has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Avery hold?
Series 66. Tap any license on this page to see what it allows.
Is Avery a fiduciary?
Avery is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Avery paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Avery 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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