Houston, TX 2475 Bay Area Blvd Bldg A Office
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J.P. Morgan Securities
Institution
Firm-wide stats for J.P. Morgan Securities
About
J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments and other institutional clients through a select group of Wealth Advisors; the Program is non‑discretionary and focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Clients retain final decision‑making authority, and participation in the Program is subject to a minimum Portfolio size as set out in the Client Agreement.
JPMS’ advisory process is supported by centralized due diligence performed by a manager solutions team, combining systematic quantitative screens and qualitative research and using forward‑looking capital market assumptions to build model asset allocations. Recommendations are limited to Eligible Strategies and may incorporate an ESG eligibility framework; implementation and certain portfolio services are provided by affiliates, including J.P. Morgan Wealth Management Solutions and related investment‑management entities.
Compared with many institutional advisory programs, JPMS maintains less common regulatory registrations and affiliations — including registration as a futures commission merchant and as a security‑based swap dealer and relationships with swap dealer affiliates — reflecting broader derivatives and commodities capabilities. The Program uses percentage‑of‑AUM billing rather than fixed fees, may recommend affiliated funds, and its Brochure discloses multiple prior regulatory enforcement matters involving the firm and its affiliates.
Based on J.P. Morgan Securities
Location
2475 Bay Area Blvd Bldg A
Houston TX 77058
Advisors at this office
3
Advisors at this office
Cohen R
CFP®, Series 63, Series 65
Houston, TX
J.P. Morgan Securities
Cohen Reagan is a CFP® professional affiliated with J.P. Morgan Securities in Houston, TX, with 30 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, TD AMERITRADE Inc., Next Financial Group, and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, manager searches, and customized performance reporting, supported by centralized due diligence that incorporates both quantitative and qualitative research.
Yadira R
Series 63, Series 66
Houston, TX
J.P. Morgan Securities
Yadira Rodriguez is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2018. Based in Houston, TX, she supports institutional clients through the firm's advisory services. J.P. Morgan Securities provides institutional consulting to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research, uses forward-looking capital market assumptions, and may include ESG criteria.
Esther B
Series 63, Series 66
Houston, TX
J.P. Morgan Securities
Esther Beal is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research, incorporating ESG considerations and utilizing affiliates for implementation and portfolio services.
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