Independent Financial Group
42yrs
Top advisor by experience in Lakeville
4yrs
Joel Ottley
Financial advisor at J.P. Morgan Securities
Based in Lakeville, Minnesota, Joel Ottley is a fiduciary financial advisor with 4 years of industry experience. Joel has been with J.P. Morgan Securities since 2025. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 67 advisors with offices in Lakeville, and one of 56 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office20176 Idealic Ave, Lakeville, MN 55044
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
- Aug 2025 – nowJ.P. Morgan Securities LLCCurrent firm
Questions to ask Joel
Tailored to Joel’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 Joel
How do I contact Joel?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Joel Ottley. Joel works from the Lakeville, MN office.
How long has Joel been a financial advisor?
Joel has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Joel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Joel a fiduciary?
Joel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joel paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Joel 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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