Sugarland, TX Sweetwater Blvd. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$392,937,438,222
ClientsTotal clients
1,234,172
AdvisorsAdvisors at this office
2
Of 14,280 advisors across 3,608 offices
Location
4997 Sweetwater Blvd.
Sugarland TX 77479
Advisors at this office
2
Advisors at this office
Scott F
Series 63, Series 66
Sugarland, TX
J.P. Morgan Securities
Scott Fogleman is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Salient Capital L.P. and Bank of the West. 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 its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.
Yaqi L
Series 63, Series 66
Sugarland, TX
J.P. Morgan Securities
Yaqi Li is a financial advisor with J.P. Morgan Securities in Sugarland, TX, holding Series 63 and Series 66 designations and bringing nine years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Li worked at Bank of America/Merrill Lynch and AIG. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, delivering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis.
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