Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Afnaan K

Series 66

Houston, TX

J.P. Morgan Securities

Afnaan Khan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America, N.A. prior to his current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Founder/Business Owner
user avatar
firm logo

Shahram B

Series 63, Series 66

Houston, TX

J.P. Morgan Securities

Shahram Babamazid is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Prior to that, he was involved with JPMorgan Chase Bank, N.A. and had a role at Xtreme Motors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates a broad range of regulatory registrations and derivatives capabilities.

Founder/Business Owner
user avatar
firm logo

Nader S

Series 66

Houston, TX

J.P. Morgan Securities

Nader Shafti is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America/Merrill Lynch and Woodforest National Bank. Outside of his advisory role, he owns and manages three rental properties in Houston, Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and offers broader derivatives and commodities capabilities.

Founder/Business Owner
user avatar
firm logo

Ozioma A

Series 63, Series 66

Houston, TX

J.P. Morgan Securities

Ozioma Abraham 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 with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019, as well as experience at Texas Dow Employees Credit Union, LPL Financial, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with a non-discretionary approach. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Founder/Business Owner
user avatar
firm logo

William H

Series 63, Series 66

Houston, TX

J.P. Morgan Securities

William Hughes is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at United Heritage Credit Union, Tapestry Inc, and Gap Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Founder/Business Owner
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”)