Katy, TX Westheimer Parkway Office

Team
Updated today

Client AUM

$392,937,438,222

Clients

1,234,172

Advisors

3

Of 14,280 advisors across 3,608 offices

Location

23550 Westheimer Parkway

Katy TX 77494

Advisors at this office

3

Advisors at this office

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Li Ping C

Series 66

Katy, TX

J.P. Morgan Securities

Li Ping Cytrynowicz is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at firms including Prudential Insurance Company of America and LPL Enterprise. Outside of financial services, she was involved with Language Land LLC for seven years. 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver comprehensive advisory and brokerage services.

Wealth management Executive Founder/Business Owner
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Kevin F

Series 66

Katy, TX

J.P. Morgan Securities

Kevin Fruge is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch and Bank of America prior to joining J.P. Morgan. His background also includes roles outside finance at ABS Group of Companies and Darden Restaurants Inc. 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 through a non-discretionary advisory model.

Wealth management Executive Founder/Business Owner
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Hany K

Series 66, Series 63

Katy, TX

J.P. Morgan Securities

Hany Khalil is a financial advisor with J.P. Morgan Securities in Katy, Texas, holding Series 66 and Series 63 licenses and three years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and Bank of America, as well as positions outside of finance at Apple and various other companies. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework guiding their recommendations.

Wealth management Executive Founder/Business Owner
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