RBC Capital Markets
47yrs
Top advisor by experience in Orlando
New
Sydney Eckstein is a fiduciary financial advisor in Orlando, Florida, registered since Aug 2026. Sydney 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 1039 advisors with offices in Orlando, and one of 968 fiduciaries.
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
Office450 S Orange Ave Floor 10, Orlando, FL 32801
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 Sydney
Local office(407) 236-5403Ask for Sydney. (800) 999-2000Main office · New York, NY 450 S Orange Ave Floor 10Orlando, FL 32801Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Sydney
Tailored to Sydney’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 Sydney
How do I contact Sydney?
Call Sydney’s local office at (407) 236-5403 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Sydney Eckstein.
How long has Sydney been a financial advisor?
Sydney is new to the profession, registered since Aug 2026, and holds 1 license.
What licenses does Sydney hold?
Series 66. Tap any license on this page to see what it allows.
Is Sydney a fiduciary?
Sydney is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sydney paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Sydney 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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