Merrill Lynch, Pierce, Fenner & Smith
45yrs
Top advisor by experience in Ponte Vedra Beach
New
Emily Perl
Financial advisor at J.p. Morgan Securities
Emily Perl is a fiduciary financial advisor in Ponte Vedra Beach, Florida, registered since Sep 2026. Emily 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 441 advisors with offices in Ponte Vedra Beach, and one of 417 fiduciaries.
At a glance
ExperienceNew to the profession (since Sep 2026)
How that compares ?New to the profession
Office820 Highway A1a North Suite E-5, Ponte Vedra Beach, FL 32082
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 2026 – nowJ.p. Morgan Securities LLCCurrent firm
Questions to ask Emily
Tailored to Emily’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 Emily
How do I contact Emily?
Call J.p. Morgan Securities at 800-999-2000 and ask for Emily Perl. Emily works from the Ponte Vedra Beach, FL office.
How long has Emily been a financial advisor?
Emily is new to the profession, registered since Sep 2026, and holds 1 license.
What licenses does Emily hold?
Series 66. Tap any license on this page to see what it allows.
Is Emily a fiduciary?
Emily is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Emily paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Emily 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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