Houston, TX San Felipe Office

Team
Updated today

Client AUM

$392,937,438,222

Clients

1,234,172

Advisors

2

Of 14,280 advisors across 3,607 offices

Location

5020 San Felipe

Houston TX 77056

Advisors at this office

2

Advisors at this office

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Christopher H

Series 66

Houston, TX

J.P. Morgan Securities

Christopher Huynh is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and seven years of industry experience. He has worked with Bank of America, Merrill, and JPMorgan Chase Bank, N.A. Outside of his advisory role, he serves as a head coach for a 12U girls volleyball team at the Texas Legacy Volleyball Club. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Pragati A

Series 63, Series 65

Houston, TX

J.P. Morgan Securities

Pragati Adlakha is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. 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, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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