The Pinnacle Financial Group
43yrs
Top advisor by experience in East Northport
4yrs
Douglas Sinclair
Full name on record: Douglas Scott Sinclair Jr
Financial advisor at J.P. Morgan Securities
Douglas Sinclair is a fiduciary financial advisor in East Northport, New York, with 4 years in the industry. Douglas joined J.P. Morgan Securities in 2024, after a year at Morgan Stanley. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 16 advisors with offices in East Northport, and one of 15 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office271 Larkfield Road, East Northport, NY 11731
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
- Feb 2023 – Mar 2024Morgan StanleyPreviously
Contact Douglas
(800) 999-2000Firm headquarters in New York, NY. Ask for Douglas. 271 Larkfield RoadEast Northport, NY 11731Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Douglas
Tailored to Douglas’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 Douglas
How do I contact Douglas?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Douglas Sinclair. Douglas works from the East Northport, NY office.
How long has Douglas been a financial advisor?
Douglas has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Douglas hold?
Series 66. Tap any license on this page to see what it allows.
Is Douglas a fiduciary?
Douglas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Douglas paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Douglas 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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