Osaic Wealth
43yrs
Top advisor by experience in East Aurora
2yrs
Timothy Ebsary
Financial advisor at J.P. Morgan Securities
Timothy Ebsary has worked in the financial industry for 2 years and is a fiduciary financial advisor based in East Aurora, New York. Timothy joined J.P. Morgan Securities in 2025, 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 15 advisors with offices in East Aurora, and one of 11 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office125 Grey St, East Aurora, NY 14052
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
- May 2025 – nowJ.P. Morgan Securities LLCCurrent firm
Questions to ask Timothy
Tailored to Timothy’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 Timothy
How do I contact Timothy?
Call J.P. Morgan Securities at 800-999-2000 and ask for Timothy Ebsary. Timothy works from the East Aurora, NY office.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Timothy hold?
Series 66. Tap any license on this page to see what it allows.
Is Timothy a fiduciary?
Timothy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Timothy paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Timothy 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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