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Anwar A

Series 66

Houston, TX

J.P. Morgan Securities

Anwar Almond is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, Valic Financial Advisors, AIG/Corebridge/Valic, and Wells Fargo. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Wealth management Executive Founder/Business Owner
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Elliot J

Series 63, Series 66

Houston, TX

J.P. Morgan Securities

Elliot Janota is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various divisions of J.P. Morgan since 2014. 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 broker-dealer, investment adviser, and commodity-related registrations to deliver a broad range of services.

Wealth management Executive Founder/Business Owner
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Cameron B

Series 66

Houston, TX

J.P. Morgan Securities

Cameron Bourque is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having 10 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018 and has prior experience with American Airlines and several other firms. Outside of his advisory role, he is the owner and partner of B Enterprises, a personal investment company that holds individual investable assets. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Wealth management Executive Founder/Business Owner
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