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Advisors / Texas / Missouri City
34yrs

Herbert Bender

Financial advisor at J.P. Morgan Securities

Herbert Bender is a fiduciary financial advisor in Missouri City, Texas, with 34 years in the industry. After four years at Chase Investment Services, Herbert joined J.P. Morgan Securities in 2012, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.

One of 61 advisors with offices in Missouri City, and one of 56 fiduciaries.

Missouri City, TX 77459Top 2% by experience at J.P. Morgan SecuritiesFiduciary advisor

At a glance

Experience34 years (since 1992)
How that compares ?Top 2% by experience at J.P. Morgan Securities
Office6220 St. Hwy. 6, Missouri City, TX 77459
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state

Services through J.P. Morgan Securities

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2012 – now
  2. 2008 – 2012
    Chase Investment Services Corp.Previously

Questions to ask Herbert

Tailored to Herbert’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Herbert

How do I contact Herbert?

Call J.P. Morgan Securities at (800) 999-2000 and ask for Herbert Bender. Herbert works from the Missouri City, TX office.

How long has Herbert been a financial advisor?

Herbert has been in the industry since 1992, about 34 years. Top 2% by experience at J.P. Morgan Securities.

What licenses does Herbert hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Herbert a fiduciary?

Herbert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Herbert paid?

J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Herbert for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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