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Melissa Hughes

Advisor at J.P. Morgan Securities — Baytown, TX N. Alexander Dr

Updated today

Credentials

Series 63, Series 66

Experience

9 years

Location

Baytown, TX 77520

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,226

Across 3,607 offices

Clients per advisor

87 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

Melissa Hughes is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. Prior to that, she spent 13 years at Allstate Sapp Insurance. 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 combines large institutional advisory operations with brokerage 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

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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

Baytown, TX N. Alexander Dr

1505 N. Alexander Dr

Baytown TX 77520

Advisors at this office

1

Most active in

Texas

Work history

9 years of industry experience

JPMorgan Chase BAnk, N.A.

2017 - Present • 9 years

Baytown, TX

J.P. Morgan Securities

2017 - Present • 9 years

Baytown, TX

UnEMPLOYED

2017 - 2017 • 1 year

Dickinson, TX

Allstate Sapp Insurance

2004 - 2017 • 13 years

Texas City, TX

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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Thomas B

Series 63, Series 66

Baytown, TX

Gulf Coast RIA

Thomas Badgett is a financial advisor at Gulf Coast RIA with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Gulf Coast RIA since 2022. Prior to this, he spent ten years at MoneyBlock and has served as president of Bay Area Asset Management for over two decades. Outside of finance, he is involved in non-investment related sales activities with Gulf Coast Truck & Equipment and Bay Area Firearms, Inc. Gulf Coast RIA is a state-registered investment adviser providing portfolio management to individual investors, high-net-worth clients, and various institutions. The firm employs an asset-allocation driven approach that integrates fundamental and technical analysis with systematic tools and actively managed strategies.

Options & derivatives strategies Tax-loss harvesting
user avatar

Juanita F

Series 65

Baytown, TX

Texas Capital Management

Juanita Finley is a financial advisor at Texas Capital Management with nine years of industry experience. She holds a Series 65 designation and has been affiliated with Clemmons Wealth Management LLC dba Texas Capital Management since 1997. Texas Capital Management provides discretionary investment management services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $53 million in assets across about 200 client relationships, offering customized portfolios through separately managed accounts or strategic asset allocation with a tactical overlay.

Active portfolio management
user avatar

Ledell J

Series 63, Series 65

Baytown, TX

JI Financial Services, LLC

Ledell Johnson is a financial advisor at JI Financial Services, LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Securities and USA Financial Securities. Outside of his advisory role, he operates as an independent insurance agent and is involved in mineral leasing and real estate activities. JI Financial Services, LLC is an independent investment adviser serving individual and high-net-worth clients through portfolio management and financial planning. The firm employs fundamental analysis with a combination of long- and short-term strategies, primarily managing client assets on a non-discretionary basis.

General retirement planning Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing
user avatar

Justin H

CFP®, Series 65, Series 63

Houston, TX

Haywood Wealth Management

Justin Haywood is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Haywood Wealth Management in Houston, TX, where he has worked since 2023. His prior experience includes roles at Royal Harbor Partners and VALIC Financial Advisors. Outside of advisory work, he is an independent licensed insurance agent. Haywood Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and participant account management for defined contribution plans. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods to guide investment decisions, favoring ETFs alongside mutual funds, equities, and fixed-income securities.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Brittni H

Series 65

Houston, TX

Haywood Wealth Management

Brittni Haywood is a financial advisor at Haywood Wealth Management in Houston, TX, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, she worked at the University of Texas Medical Branch and Methodist. Haywood Wealth Management serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and participant account management for defined contribution plans. The firm emphasizes long-term investment strategies guided by fundamental analysis and modern portfolio theory, primarily recommending ETFs alongside mutual funds, equities, and fixed-income securities.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Matthew B

CFP®, Series 65

Houston, TX

RHP Wealth Management

Matthew Berti is a CFP® and holds a Series 65 license with nine years of experience in the financial services industry. He has worked at RHP Wealth Management since 2023 and previously was with Tanglewood Legacy Advisors, LLC and Speight Asset Management, LLC. Based in Houston, TX, he is part of a five-advisor team at RHP. RHP Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and business entities with discretionary investment management and a range of financial planning services. The firm manages approximately $345 million in discretionary assets and emphasizes diversified, tax-aware portfolio construction aligned with clients’ risk tolerance and time horizons.

Retirement income strategy Social Security optimization Tax strategies for small businesses Wealth management Founder/Business Owner Executive
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