San Antonio, TX De Zavala Rd Office

James Silva is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Morgan Stanley prior to joining J.P. Morgan in 2018. Outside of finance, he has been involved in landscaping and fence businesses through XeriPro. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a tailored advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screening with qualitative research and incorporates ESG considerations within its investment recommendations.

Jacob Askari is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones, Charles Schwab, Bank of America/Merrill Lynch, and JPMorgan Chase Bank. Outside of his advisory role, he assists with daily care activities for a family member. 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 program.

Yudel De La Garza is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he collaborates closely with clients to develop personalized financial strategies tailored to their individual goals and evolving market conditions. Yudel leverages access to Merrill's investment insights along with the banking and lending resources of Bank of America to support comprehensive wealth management. Yudel holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Universidad del Sagrado Corazon. He follows the Merrill tradition of engaging with the communities they serve and dedicates time to volunteer with local organizations. His approach emphasizes one-on-one collaboration to help clients pursue their long-term financial objectives.

Jasmine Ramirez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2015. Prior to this, she worked at Aramark Corporation and was a graduate student at the University of the Incarnate Word. Outside of finance, she owns an e-commerce business focused on dropshipping personal use products and works as a shopper for a grocery delivery service. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team, offering a range of investment and portfolio services including derivatives and commodities capabilities.