ChooseAFinancialAdvisor.com
Advisors / Washington / Seattle
4yrs

Jack Qu

Financial advisor at J.P. Morgan Securities

Jack Qu is a fiduciary financial advisor in Seattle, Washington, with 4 years in the industry. Jack joined J.P. Morgan Securities in 2026, after a year at Merrill. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.

One of 1981 advisors with offices in Seattle, and one of 1838 fiduciaries.

Seattle, WA 98107Fiduciary advisor

At a glance

Experience4 years (since 2022)
How that compares ?4 years in the industry
Office5511 22nd Ave NW, Seattle, WA 98107
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 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Jul 2026 – now
  2. Oct 2025 – Jun 2026
    MerrillPreviously

Questions to ask Jack

Tailored to Jack’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Jack

How do I contact Jack?

Call J.P. Morgan Securities at (800) 999-2000 and ask for Jack Qu. Jack works from the Seattle, WA office.

How long has Jack been a financial advisor?

Jack has been in the industry since 2022, about 4 years. 4 years in the industry.

What licenses does Jack hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Jack a fiduciary?

Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jack paid?

J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jack 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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