Houston, TX Richmond Avenue Office

Team
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J.P. Morgan Securities

Institution

Firm-wide stats for J.P. Morgan Securities

Total advisors

14,410

Across 3,647 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

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

Occupation focus

Founder/Business Owner

Based on J.P. Morgan Securities

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 in Houston, TX, with six years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at BNY Mellon NA and BancWest Investment Services, Inc. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

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 with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations and nine years of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2017 and has also been affiliated with Houston Community College since 2016. 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 advisory program.

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 in Houston, TX, with three years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Inc. and Ascension Capital Advisors. Outside of finance, she owns and operates East End Bows, a business that produces and sells baby clothing and headwear. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Founder/Business Owner
user avatar

Jose G

Series 63, Series 65

Houston, TX

J.P. Morgan Securities

Jose Garcia is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 designations. He began his career in the financial industry in 2026 after working in various roles in the automotive and payment solutions sectors. 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 clients retaining final decision-making authority.

Founder/Business Owner
user avatar

Ryan I

CFP®, Series 63, Series 65

Houston, TX

J.P. Morgan Securities

Ryan Ingram is a CFP® professional with 28 years of experience in the financial industry. He is currently with J.P. Morgan Securities, where he has worked for 13 years. His prior experience includes roles at Merrill and Citigroup Global Markets. 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 centralized due diligence and a combination of quantitative and qualitative research.

Founder/Business Owner
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