Houston, TX Richmond Avenue Office

Team
Updated today

Client AUM

$392,937,438,222

Clients

1,234,172

Advisors

5

Of 14,226 advisors across 3,607 offices

Location

5177 Richmond Avenue

Houston TX 77056

Advisors at this office

5

Advisors at this office

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Olena B

Series 63, Series 66

Houston, TX

J.P. Morgan Securities

Olena Bracks is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including BNY Mellon NA and BancWest Investment Services. 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 and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Eric P

Series 63, Series 66

Houston, TX

J.P. Morgan Securities

Eric Poli is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Additionally, he has been involved with Houston Community College since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm offers advisory services alongside brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Marcia M

Series 66

Houston, TX

J.P. Morgan Securities

Marcia Miller is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and Ascension Capital Advisors. Outside of finance, she is the owner and partner of East End Bows, a baby clothing and headwear business. 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 delivers these services alongside affiliated brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Jose G

Series 65

Houston, TX

J.P. Morgan Securities

Jose Garcia is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 65 credential. He has one year of industry experience, including roles at JPMorgan Chase Bank, N.A. and American United Life Insurance. 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 applying an ESG eligibility framework when recommending strategies. The firm operates within the broader J.P. Morgan organization, offering a wide range of products and services through its Institutional Consulting Services program.

Wealth management Executive Founder/Business Owner
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Ryan I

CFP®, Series 63, Series 65

Houston, TX

J.P. Morgan Securities

Ryan Ingram is a CFP® certificant with 27 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities LLC since 2013. He holds Series 63 and Series 65 licenses and is based in Houston, TX. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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