Samuel Ahern
Financial advisor at J.P. Morgan Securities
Based in Boston, Massachusetts, Samuel Ahern is a fiduciary financial advisor with 1 year of industry experience. Samuel 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 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Services through J.P. Morgan Securities
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
- Sep 2025 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Samuel
Local office(617) 223-4645Ask for Samuel. (800) 999-2000Main office · New York, NY 50 Rowes Wharf Floor 03Boston, MA 02110Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Samuel
Tailored to Samuel’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
About Samuel
How do I contact Samuel?
Call Samuel’s local office at (617) 223-4645 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Samuel Ahern.
How long has Samuel been a financial advisor?
Samuel has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Samuel hold?
Series 66. Tap any license on this page to see what it allows.
Is Samuel a fiduciary?
Samuel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Samuel paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Samuel 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.