Morgan Stanley
47yrs
Top advisor by experience in New York
New
Jackson Wallace
Financial advisor at J.P. Morgan Securities
Jackson Wallace is a fiduciary financial advisor in New York, New York, registered since Aug 2026. Jackson joined J.P. Morgan Securities in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
Office270 Park Avenue Floors 24 And 25, New York, NY 10017
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
- Aug 2026 – nowJ.P. Morgan Securities LLCCurrent firm
Questions to ask Jackson
Tailored to Jackson’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 Jackson
How do I contact Jackson?
Call J.P. Morgan Securities at 800-999-2000 and ask for Jackson Wallace. Jackson works from the New York, NY office.
How long has Jackson been a financial advisor?
Jackson is new to the profession, registered since Aug 2026, and holds 1 license.
What licenses does Jackson hold?
Series 66. Tap any license on this page to see what it allows.
Is Jackson a fiduciary?
Jackson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jackson paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jackson 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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