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Advisors / New York / New York
3yrs

Eileen Jiang

Financial advisor at J.P. Morgan Securities

Eileen Jiang is a fiduciary financial advisor in New York, New York, with 3 years in the industry. Eileen joined J.P. Morgan Securities in 2026, after less than a year at Equitable Advisors. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.

One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.

New York, NY 10020Fiduciary advisor
Call the officeDirections

At a glance

Experience3 years (since 2024)
How that compares ?3 years in the industry
Office1230 Avenue Of The Americas, New York, NY 10020
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 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Apr 2026 – now
  2. Jul 2025 – Sep 2025

Questions to ask Eileen

Tailored to Eileen’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Eileen

How do I contact Eileen?

Call Eileen’s local office at (646) 274-2550 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Eileen Jiang.

How long has Eileen been a financial advisor?

Eileen has been in the industry since 2024, about 3 years. 3 years in the industry.

What licenses does Eileen hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Eileen a fiduciary?

Eileen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Eileen paid?

J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Eileen 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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