Morgan Stanley
47yrs
Top advisor by experience in New York
4yrs
Jimmy Lomas
Financial advisor at J.P. Morgan Securities
Jimmy Lomas is a fiduciary financial advisor in New York, New York, with 4 years in the industry. Jimmy joined J.P. Morgan Securities in 2022, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office270 Park Avenue 22nd And 23rd Floors, New York, NY 10017
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 Jimmy
Local office(212) 464-0203Ask for Jimmy. (800) 999-2000Main office 270 Park Avenue 22nd And 23rd FloorsNew York, NY 10017Office · Get directions Firm websitewealthpartners.jpmorgan.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jimmy
Tailored to Jimmy’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 Jimmy
How do I contact Jimmy?
Call Jimmy’s local office at (212) 464-0203 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Jimmy Lomas.
How long has Jimmy been a financial advisor?
Jimmy has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Jimmy hold?
Series 66. Tap any license on this page to see what it allows.
Is Jimmy a fiduciary?
Jimmy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jimmy paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jimmy 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.
Other advisors nearby
Oppenheimer & Co.
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
Crews & Associates
47yrs
Top advisor by experience at Crews & Associates