J.p. Morgan Securities
47yrs
Top advisor by experience at J.p. Morgan Securities
28yrs
Miranda E Holmes
Financial advisor at J.p. Morgan Securities
Miranda E Holmes is a fiduciary financial advisor in San Francisco, California, with 28 years in the industry. Miranda joined J.p. Morgan Securities in 2023, after 13 years at J.P. Morgan Private Wealth Advisors and six years at UBS Financial Services. Miranda’s designations include CFP® and ChFC.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 7% by experience at J.p. Morgan Securities
Office1 Front Street Floor 25, San Francisco, CA 94111
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®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowJ.p. Morgan Securities LLCCurrent firm
- 2012 – 2025J.p. Morgan Private Wealth Advisors LLCPreviously
- 2006 – 2012UBS Financial Services Inc.Previously
- 2000 – 2005
Questions to ask Miranda
Tailored to Miranda’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 Miranda
How do I contact Miranda?
Call J.p. Morgan Securities at 800-999-2000 and ask for Miranda E Holmes. Miranda works from the San Francisco, CA office.
How long has Miranda been a financial advisor?
Miranda has been in the industry since 1999, about 28 years. Top 7% by experience at J.p. Morgan Securities.
What licenses does Miranda hold?
Series 66. Tap any license on this page to see what it allows.
Is Miranda a fiduciary?
Miranda is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Miranda paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Miranda for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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