HFM Investment Advisors
42yrs
Top 1% by experience in Newark
3yrs
Eric Donato
Financial advisor at J.p. Morgan Securities
Eric Donato has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Newark, Delaware. After two years at Envestnet PMC and less than a year at MML Investors Services, Eric joined J.p. Morgan Securities in 2026, 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 167 advisors with offices in Newark, and one of 161 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office500 Stanton Christiana Rd, Newark, DE 19713
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
- Jun 2026 – nowJ.p. Morgan Securities LLCCurrent firm
- Nov 2024 – May 2026Envestnet PMCPreviously
- Apr 2024 – Sep 2024MML Investors Services, LLCPreviously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Eric
How do I contact Eric?
Call J.p. Morgan Securities at 800-999-2000 and ask for Eric Donato. Eric works from the Newark, DE office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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