UBS Financial Services
47yrs
Top advisor by experience in El Segundo
New
Jack Donell
Financial advisor at J.P. Morgan Securities
Jack Donell is a fiduciary financial advisor in El Segundo, California, registered since Apr 2026. Jack 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 419 advisors with offices in El Segundo, and one of 390 fiduciaries.
At a glance
ExperienceNew to the profession (since Apr 2026)
How that compares ?New to the profession
Office222 Pacific Coast Hwy Suite 11w151, El Segundo, CA 90245
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
- Aug 2026 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Jack
Local office(310) 531-5910Ask for Jack. (800) 999-2000Main office · New York, NY 222 Pacific Coast Hwy Suite 11w151El Segundo, CA 90245Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Jack
Tailored to Jack’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 Jack
How do I contact Jack?
Call Jack’s local office at (310) 531-5910 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Jack Donell.
How long has Jack been a financial advisor?
Jack is new to the profession, registered since Apr 2026, and holds 1 license.
What licenses does Jack hold?
Series 66. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jack 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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