user avatar

Tahir Salman Khursheed

Advisor at J.P. Morgan Securities — Missouri City, TX Hwy 6

Updated today

Credentials

Series 63, Series 66

Experience

11 years

Location

Missouri City, TX 77459

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,404

Across 3,634 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

Tahir Khursheed is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank and Uber prior to his current role. J.P. Morgan Securities 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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Missouri City, TX Hwy 6

10410 Hwy 6

Missouri City TX 77459

Advisors at this office

1

Most active in

Texas

Work history

11 years of industry experience

JP MORGAN CHASE BANk, N.A.

2017 - Present • 9 years

South Plainfield, NJ

UBER

2015 - 2017 • 2 years

South Bound Brook, NJ

Jp Morgan Securities LLC

2015 - Present • 11 years

Metuchen, NJ

JPMORGAN Chase bank

2015 - 2017 • 2 years

Metuchen, NJ

Disclosures

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

Business activities & affiliations

Brian C

CRPC®, Series 65

Missouri City, TX

Campbell Wealth Partners, LLC

Brian Campbell is the founder and Managing Director of Campbell Wealth Partners LLC. He provides clients with individually tailored investment and risk management strategies. Brian's expertise includes family wealth management, personal retirement planning, education funding planning, and specialized focus with government or former government employees. Brian holds Series 7, 63 and 65 FINRA registrations and the Certified Plan Fiduciary Advisor (CPFA®), Accredited Wealth Management Advisor℠ (AWMA®), and Chartered Retirement Planning Counselor™ (CRPC™) designations. A graduate of the University of Houston, and University of Houston - Downtown and a former United States Army Officer, Brian combines his education and military experience to deliver disciplined, math-based investment processes. Active in community and professional organizations, Brian actively supports the USO, the Wounded Warrior Project and is a member of the Rotary Club of Greater Houston Veterans and American Legion. Outside of work, he enjoys tinkering with computers, golf, online games and spending time with his family.

Wealth management General retirement planning General estate planning guidance College savings (529s, UTMA, etc.) Income planning Self-Employed Attorney Military & Veterans Founder/Business Owner Engineering Professional Mid-Career Professionals Established Professionals Approaching retirement

Troy W

Series 66, Series 7, AAMS®, CRPC®

Sugar Land, TX

OSAIC

My objective is simple: I will focus on understanding your unique values, personal situation and financial needs in order to deliver tailored strategies to you. Our branch will help you track your goals and communicate regularly to deliver timely information. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do. I began my Financial Planning career in 2012 in Sugar Land, Texas. At Sync Wealth Group, we invest in our knowledge so we can have a positive impact on your whole financial picture, so I hold the AAMS™ and CRPC™ designations. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet your unique goals and needs. Outside of work, I enjoy attending my children's baseball games, theatre plays, teaching guitar to my oldest and traveling. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced asset-allocation and portfolio management tools.

Wealth management General retirement planning Income planning Social Security optimization General tax planning Founder/Business Owner Executive Retired Oil & Gas Self-Employed
user avatar

William B

CFP®, Series 66

Katy, TX

Edward Jones

William Blackmon is a CFP® with 10 years of experience in the financial industry, all spent at Edward Jones since 2016. He is based in Katy, TX, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Mukul K

Series 63, Series 65

Sugar Land, TX

Quantwealth Advisors LLC

Mukul Khandelia is a financial advisor at Quantwealth Advisors LLC with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, Merrill Lynch. He is also the managing member of Quantroll Capital LLC, a currently dormant entity. Quantwealth Advisors LLC provides discretionary and non-discretionary asset management primarily for high-net-worth individuals, using a combination of quantitative and traditional investment methods. The firm focuses on ongoing portfolio management with quarterly reviews and employs a broad range of strategies tailored to client goals and risk tolerance.

Options & derivatives strategies
user avatar

Debra H

ChFC®, Series 63

Pearland, TX

DPH Financial

Debra Hartsfield is the sole advisor at DPH Financial, an independent firm based in Pearland, TX. She holds the ChFC® and Series 63 designations and has 21 years of industry experience. She has been affiliated with DPH Financial LLC since 1998. DPH Financial serves individuals, professionals, small business owners, and charitable organizations, focusing on retirement-oriented financial planning and investment advisory services. The firm emphasizes passive investment management with attention to cost, asset allocation, and client goals, typically utilizing mutual funds, index funds, ETFs, and individual bonds.

General retirement planning Retirement income strategy Medicare planning Social Security optimization Retirement withdrawal strategies Self-Employed Founder/Business Owner Retired Mid-Career Professionals Approaching retirement Established Professionals
user avatar

Sanjay G

Series 65

Sugarland, TX

584 North LLC

Sanjay Gupta is a financial advisor at 584 North LLC in Sugarland, TX, holding a Series 65 designation with one year of industry experience. Before founding 584 North LLC in 2025, he worked at Shell for 11 years. 584 North LLC is an independent investment manager that offers discretionary investment advisory services focused on U.S.-listed equity securities. The firm serves both individual retail clients and qualified clients using a uniform long/short equity strategy based on technical analysis, momentum, and market timing.

Active portfolio management Concentrated stock management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)