Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
12326 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only

JPMS offers various wrap fee programs with different fee levels and features. The investment adviser fee you pay will vary depending on the program you select. Comparable services may be available at lower aggregate costs on an “unbundled” basis through other firms. Many of the tools and analytics that are used to support services provided through the JPMS advisory programs are also available through JPMS without enrolling in an advisory program and paying an advisory program fee.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

10411 Westheimer Rd Bldg E, Houston, TX, 77042

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
J.P. Morgan Securities LLC
January 2024 - Present · 2 yrs
J.P. Morgan Securities LLC Broker
January 2024 - Present · 2 yrs
Previous Registrations
Morgan Stanley
September 2023 - January 2024 · 4 mos
Morgan Stanley Broker
March 2023 - January 2024 · 10 mos
E*trade Securities LLCBroker
November 2021 - September 2023 · 1 yr 10 mos
E*trade Capital Management, LLC
November 2021 - September 2023 · 1 yr 10 mos
J.P. Morgan Securities LLC
September 2020 - October 2021 · 1 yr 1 mo
J.P. Morgan Securities LLC Broker
September 2020 - October 2021 · 1 yr 1 mo
TD Ameritrade, INC.
February 2018 - September 2020 · 2 yrs 7 mos
TD Ameritrade Investment Management, LLC
February 2018 - September 2020 · 2 yrs 7 mos
TD Ameritrade, INC.Broker
February 2018 - September 2020 · 2 yrs 7 mos
Scottrade Investment Management
April 2017 - February 2018 · 10 mos
Scottrade, INC.Broker
July 2014 - February 2018 · 3 yrs 7 mos
Fidelity Brokerage Services LLCBroker
December 2013 - March 2014 · 3 mos
Scottrade, INC.Broker
September 2011 - November 2013 · 2 yrs 2 mos
State Registrations4 states
ALNCNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.