Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
New
Imogen Smith
Financial advisor at J.P. Morgan Securities
Imogen Smith is a fiduciary financial advisor in Boston, Massachusetts, registered since May 2026. Imogen has been with J.P. Morgan Securities since 2026. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
ExperienceNew to the profession (since May 2026)
How that compares ?New to the profession
Office50 Rowes Wharf 4th Floor, Boston, MA 02110
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
- Jun 2026 – nowJ.P. Morgan Securities LLCCurrent firm
Questions to ask Imogen
Tailored to Imogen’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Imogen
How do I contact Imogen?
Call J.P. Morgan Securities at 800-999-2000 and ask for Imogen Smith. Imogen works from the Boston, MA office.
How long has Imogen been a financial advisor?
Imogen is new to the profession, registered since May 2026, and holds 1 license.
What licenses does Imogen hold?
Series 66. Tap any license on this page to see what it allows.
Is Imogen a fiduciary?
Imogen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Imogen paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Imogen 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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