Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
33yrs
Patrick Krause
Financial advisor at J.P. Morgan Securities
Patrick Krause is a fiduciary financial advisor in Houston, Texas, with 33 years in the industry. Patrick joined J.P. Morgan Securities in 2012, after two years at Chase Investment Services and three years at LPL Financial. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 3% by experience at J.P. Morgan Securities
Office5847 San Felipe St, Houston, TX 77057
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.
Career
- 2012 – nowJ.P. Morgan Securities LLCCurrent firm
- Feb 2011 – Oct 2012Chase Investment Services Corp.Previously
- 2007 – 2011LPL Financial LLCPreviously
- 2005 – 2007First Midamerica Investment CorporationPreviously
- Mar 2005 – Jul 2005UBS Financial Services Inc.Previously
- Oct 2004 – Mar 2005Banc of America Investment Services, Inc.Previously
- 2002 – 2004Quick & Reilly, Inc.Previously
Contact Patrick
(800) 999-2000Firm headquarters in New York, NY. Ask for Patrick. 5847 San Felipe StHouston, TX 77057Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Patrick Krause. Patrick works from the Houston, TX office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1993, about 33 years. Top 3% by experience at J.P. Morgan Securities.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Patrick 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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