UBS Financial Services
47yrs
Kenneth Catanella
Financial advisor
1735 Market Street, 44th Floor Mellon Bank Center.
Philadelphia, PA 19103
Philadelphia, PA 19103
Top advisor by experience in Philadelphia
1yr
Based in Philadelphia, Pennsylvania, Jon Meyer is a fiduciary financial advisor with 1 year of industry experience. Jon 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 1203 advisors with offices in Philadelphia, and one of 1105 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office1650 Market St Floor 47, Philadelphia, PA 19103
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
- Sep 2025 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Jon
Local office(215) 640-3567Ask for Jon. (800) 999-2000Main office · New York, NY 1650 Market St Floor 47Philadelphia, PA 19103Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Jon
Tailored to Jon’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 Jon
How do I contact Jon?
Call Jon’s local office at (215) 640-3567 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Jon Meyer.
How long has Jon been a financial advisor?
Jon has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Jon hold?
Series 66. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jon 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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