Morgan Stanley
47yrs
Top advisor by experience in New York
2yrs
Jack Norman
Financial advisor at BNY Mellon Securities
Based in New York, New York, Jack Norman is a fiduciary financial advisor with 2 years of industry experience. Jack has been with BNY Mellon Securities since 2025. BNY Mellon Securities offers investment management and is paid through a percentage of assets.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office240 Greenwich Street, New York, NY 10286
How the firm is paid ?Percent of assets
Typical client at the firm ?$395,795
Advisors at the firm63
States licensed ?1 state
Services through BNY Mellon Securities
Investment management for individuals and small businessesInvestment management for businesses and institutionsOther services
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
- Jan 2025 – nowBNY Mellon Securities CorporationCurrent firm
Contact Jack
Local office(212) 495-1784Ask for Jack. (212) 922-6273Main office 240 Greenwich StreetNew York, NY 10286Office · Get directions Firm websiteHTTPS://WWW.BNY.COM/INVESTMENTS
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Questions to ask Jack
Tailored to Jack’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Jack
How do I contact Jack?
Call Jack’s local office at (212) 495-1784 or the BNY Mellon Securities main office at (212) 922-6273, and ask for Jack Norman.
How long has Jack been a financial advisor?
Jack has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Jack hold?
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?
BNY Mellon Securities reports being paid by a percentage of the assets they manage. 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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