J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
4yrs
Erik Capowski
Financial advisor at J.P. Morgan Securities
Erik Capowski is a fiduciary financial advisor in San Francisco, California, with 4 years in the industry. Erik joined J.P. Morgan Securities in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office560 Mission Street, San Francisco, CA 94105
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
- 2022 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Erik
Local office(415) 315-8282Ask for Erik. (800) 999-2000Main office · New York, NY 560 Mission StreetSan Francisco, CA 94105Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Erik
Tailored to Erik’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 Erik
How do I contact Erik?
Call Erik’s local office at (415) 315-8282 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Erik Capowski.
How long has Erik been a financial advisor?
Erik has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Erik hold?
Series 66. Tap any license on this page to see what it allows.
Is Erik a fiduciary?
Erik is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Erik paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Erik 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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