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Jared Escamilla

Advisor at J.P. Morgan Securities — North Richland Hills, TX

Updated today

Credentials

Series 65, Series 63

Experience

5 years

Location

North Richland Hills, TX 76182

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,280

Across 3,608 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

Jared Escamilla is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Fisher Investments, Fidelity Investments, and Morgan Stanley. Outside of his advisory work, he has been involved with Save A Shield Inc and BowKay Designs. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

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

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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

See office

North Richland Hills, TX

8901 N Tarrant Pkwy

North Richland Hills TX 76182

Advisors at this office

3

Most active in

Texas

Work history

5 years of industry experience

J.P. Morgan Securities

2024 - Present • 2 years

North Richland Hills, TX

JPMorgan Chase BAnk, N.A.

2024 - Present • 2 years

North Richland Hills, TX

Save A Shield Inc

2024 - 2024 • 1 year

Fort Worth, TX

BowKay Designs

2024 - 2024 • 1 year

Keller, TX

Unemployed

2023 - 2024 • 1 year

Haltom City, TX

Fisher Investments

2022 - 2023 • 1 year

Plano, TX

Fidelity Investments

2019 - 2022 • 3 years

American Fork, UT

Compunnel/Morgan Stanley

2018 - 2019 • 1 year

South Jordan, UT

Alder Holdings

2017 - 2018 • 1 year

Orem, UT

Unemployed

2017 - 2017 • 1 year

Provo, UT

Bluehost

2016 - 2017 • 1 year

Orem, UT

Disclosures

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

Business activities & affiliations

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Evan M

Series 66, Series 7

Arlington, TX

Stirlingshire Investments

Evan Mitchell is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Prairie, TX. He holds a Series 66 designation and has over a decade of experience, including ten years managing Mitchell's Furniture and Mattress City before joining Bankers Life and its affiliates in 2024. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities Gen Z (Born 1996-2010) Gen Y/Millennials (Born 1980-1995)
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Carman K

Series 66

Fort Worth, TX

Innovative Wealth Building LLC

Carman Kubanda is a financial advisor with Innovative Wealth Building LLC in Fort Worth, TX, holding a Series 66 license and six years of industry experience. Prior to joining Innovative Wealth Building in 2023, he worked at First Command Financial Planning, Inc. and several other firms. Kubanda is also the owner of Wellbeing Financial, LLC, which provides insurance services and lead generation. Innovative Wealth Building LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs long-term trading strategies guided by fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.

Options & derivatives strategies Private / alternative investments Annuities
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John W

Series 63, Series 66, Series 65

Dallas, TX

Coppell Advisory Solutions LLC

John Wessels is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior roles include positions at Fusion Capital Management, Merrill, and Northwestern Mutual Investment Management. Since 2017, he has also been involved in insurance life and annuity sales as an agent and owner. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning to a diverse client base, including individuals, trusts, and business entities. The firm utilizes an open-architecture platform with both fundamental and technical analysis, managing over $1.1 billion in client assets while offering a broad range of investment strategies and continuous portfolio monitoring.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner

Robert H

CFP®, Series 7, Series 66, Series 24

Grapevine, TX

Raymond James Financial

Robert Hrnicek is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has previously worked at Wells Fargo Advisors, Morgan Stanley and Merrill Lynch. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored strategies and a broad affiliate network.

General retirement planning Roth conversion strategy Early retirement planning Income planning Founder/Business Owner Executive Approaching retirement Established Professionals Retired Mid-Career Professionals

Michelle V

CFP®

Fort Worth, TX

Waymaker Financial Planning

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Government Employee Christian Faith Based Gen X (Born 1965-1980) Women Professionals
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Dominic Hilario J

Series 65

Flower Mound, TX

DEAJ Insurance and Investments Consulting

Dominic Hilario Javier is the principal of DEAJ Insurance and Investments Consulting, holding a Series 65 license and entering his first year in the financial advisory industry. He has prior experience with DEAJ Investments LLC and SGC Investments Limited. Outside of advisory services, he is involved with DEAJ Oil and Gas Consulting. DEAJ Insurance and Investments Consulting provides financial planning and non-discretionary investment advisory services to individuals, families, businesses, and nonprofit organizations. The firm combines licensed insurance brokerage and risk-management services with investment advice, offering portfolio approaches that include both third-party managed accounts and actively managed investments across a broad range of asset classes.

Wealth management Retirement income strategy
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