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Cordarious D

Series 66

Houston, TX

J.P. Morgan Securities

Cordarious Dorsey is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities and developing strategies to pursue their short-, mid-, and long-term financial goals. He provides guidance on a range of financial topics, including general investing, retirement planning, and saving for unforeseen circumstances. Additionally, he offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. Cordarious holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned a bachelor's degree from Mississippi State University. His approach involves ongoing conversations with clients to address their goals, concerns, and questions, ensuring that advice evolves as their needs change.

General retirement planning Wealth management Executive Founder/Business Owner
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Mohammad S

Series 66

Houston, TX

J.P. Morgan Securities

Mohammad Shemiranipour is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and 11 years of industry experience. He has been with J.P. Morgan Securities since 2014 and is also involved as a general partner and investor in Oilyx, LLC, a company focused on land acquisition for natural resource exploration. Additionally, he is a member of Shem Co. LLC, a family LLC established to manage family funds. 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 non-discretionary advisory model. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Ramiro D

Series 66

Houston, TX

J.P. Morgan Securities

Ramiro Dominguez is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, PHP Agency, Aflac, and service in the US Army. 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 integrates institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Wealth management Executive Founder/Business Owner
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Kristin D

Series 63, Series 66

Houston, TX

J.P. Morgan Securities

Kristin Devalerio is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank in various roles since 2011. 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, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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