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Dominic Stanford

Advisor at J.P. Morgan Securities

Updated today
J.P. Morgan Securities logo

Firm

J.P. Morgan Securities

Location

San Antonio, TX 78210

Credentials

Series 63, Series 66

Industry experience

9 years

About

Dominic Stanford is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank in various capacities since 2016, and previously worked at Frost Bank from 2013 to 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

512 E Highland Blvd.

San Antonio, TX 78210

Most active in

Texas

Work history

JP Morgan Securities LLC

2021 - Present (5 years)

JPMorgan Chase Bank N.A.

2021 - Present (5 years)

Jpmorgan Chase Bank, N.A.

2018 - 2021 (3 years)

JPMorgan Chase Bank

2016 - 2018 (2 years)

Frost Bank

2013 - 2016 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Tess D

CFP®

San Antonio, TX

Complete View Financial LLC

Hello, I'm Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving individuals and families who are either retired or nearing retirement. We are retirement-focused and specialize in planning and collaborating with retirees to make the most of their financial journey. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance. Our mission is to provide clients with peace of mind regarding their financial picture so they are able to focus on the things that matter most to them. Since our inception, we have spent numerous hours collaborating with those preparing for retirement and current retirees to better understand the true concerns, aspirations, and desires that lie ahead for late adulthood. I have been named to the Investment News list of “40 Under 40” which features the best professionals among the financial advice industry’s up-and-comers. I have also been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors. I earned my Master of Business Administration degree from Texas Tech University. I also graduated magna cum laude with a Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, I worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast. On a personal note, when I am not working with clients, I am with my family, my husband and two daughters. We have our hands full and typically have busy weekends with swim parties, ballet, family visits, and movie nights. We love to travel and are now hoping to pass on that passion to our children. When I do manage to escape for a night, I enjoy trying the best new restaurants which then necessitates being a body pump fanatic at my local gym.

Passive / index investing Established Professionals Baby Boomers (Born 1946-1964)
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Kyle M

CFP®, Series 66

San Antonio, TX

Kapela

Passive / index investing Active portfolio management
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Zachary W

Series 65

San Antonio, TX

Oakridge Financial Planning LLC

General retirement planning Income planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Bryce C

Series 65

San Antonio, TX

Bentwood Investment Advisory

Options & derivatives strategies Real estate investing Founder/Business Owner
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Michael W

Series 65

San Antonio, TX

Kehlet Capital Management, LLC

Concentrated stock management
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Nicholas C

CFA®

San Antonio, TX

Lime Rock Investment Management Company, Inc.

Wealth management
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