Advisor at J.P. Morgan Securities
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
$25 million - $50 million: 0.30% $50 million - $100 million: 0.25% $100 million - $250 million: 0.20% $250 million+: Negotiable
Account minimum: $25 million
J.P. Morgan Securities LLC
2024 - Present (2 years)
Unemployed
2023 - 2024 (1 year)
Cambridge Investment Research Advisors Inc.
2023 - 2023 (1 year)
Cambridge Investment Research, Inc.
2022 - 2023 (1 year)
Texas Hills Financial Group
2022 - 2023 (1 year)
Austin NeuroSpine
2021 - 2022 (1 year)
Baylor Scott and White Health - Lakeway Hospital
2019 - 2021 (2 years)
Whole Foods
2019 - 2019 (1 year)
Jane Allen CPA PC
2017 - 2019 (2 years)
Paragon Printing and Mailing/Murphy Connected
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 66
Johnson City, TX
Wealth Keepers
ChFC®, Series 63
Blanco, TX
Summa Wealth Management
Series 63, Series 66
Johnson City, TX
Momentum Independent Network Inc.
Series 66
Johnson City, TX
Momentum Independent Network Inc.
Series 63, Series 66
Lake Ann, MI
Private Advisor Group, Llc
Series 66
Spring Branch, TX
Edward Jones
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