Morgan Stanley
47yrs
Top advisor by experience in Garden City
2yrs
Jared Moreida is a fiduciary financial advisor in Garden City, New York, with 2 years in the industry. Jared joined J.P. Morgan Securities in 2024, 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 802 advisors with offices in Garden City, and one of 678 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office1001 Franklin Ave, Garden City, NY 11530
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
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
Questions to ask Jared
Tailored to Jared’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 Jared
How do I contact Jared?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Jared Moreida. Jared works from the Garden City, NY office.
How long has Jared been a financial advisor?
Jared has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Jared hold?
Series 66. Tap any license on this page to see what it allows.
Is Jared a fiduciary?
Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jared paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jared 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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