UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
New
Patrick Doyle
Financial advisor at J.P. Morgan Securities
Patrick Doyle is a fiduciary financial advisor in Dallas, Texas, registered since Jul 2026. Patrick 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 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
ExperienceNew to the profession (since Jul 2026)
How that compares ?New to the profession
Office1900 N. Akard St. 5th And 6th Floor., Dallas, TX 75201
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
- Jul 2026 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Patrick
Local office(214) 965-3000Ask for Patrick. (800) 999-2000Main office · New York, NY 1900 N. Akard St. 5th And 6th Floor.Dallas, TX 75201Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call Patrick’s local office at (214) 965-3000 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Patrick Doyle.
How long has Patrick been a financial advisor?
Patrick is new to the profession, registered since Jul 2026, and holds 1 license.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Patrick 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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