Wells Fargo Advisors
47yrs
Top advisor by experience at Wells Fargo Advisors
28yrs
Glenn Lu
Financial advisor at J.P. Morgan Securities
Glenn Lu has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Sugar Land, Texas. After ten years at Chase Investment Services and less than a year at Concourse Financial Group Securities, Glenn joined J.P. Morgan Securities in 2012, a firm offering financial planning, investment management, and retirement plan consulting. Glenn holds the CFP® designation.
One of 336 advisors with offices in Sugar Land, and one of 302 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 7% by experience at J.P. Morgan Securities
Office2430 Highway 6, Sugar Land, TX 77478
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowJ.P. Morgan Securities LLCCurrent firm
- 2003 – 2012Chase Investment Services Corp.Previously
- Nov 2002 – Mar 2003Concourse Financial Group Securities, Inc.Previously
Contact Glenn
(800) 999-2000Firm headquarters in New York, NY. Ask for Glenn. 2430 Highway 6Sugar Land, TX 77478Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Glenn
Tailored to Glenn’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Glenn
How do I contact Glenn?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Glenn Lu. Glenn works from the Sugar Land, TX office.
How long has Glenn been a financial advisor?
Glenn has been in the industry since 1998, about 28 years. Top 7% by experience at J.P. Morgan Securities.
What licenses does Glenn hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Glenn a fiduciary?
Glenn is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Glenn paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Glenn 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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