Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
27yrs
Mark Smelser has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Houston, Texas. After 11 years at Chase Investment Services, Mark joined J.P. Morgan Securities in 2012, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 7% by experience at J.P. Morgan Securities
Office712 Main St, Floor 5, Houston, TX 77002
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
- 2002 – 2012Chase Investment Services Corp.Previously
Contact Mark
(800) 999-2000Firm headquarters in New York, NY. Ask for Mark. 712 Main St, Floor 5Houston, TX 77002Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Mark
Tailored to Mark’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 Mark
How do I contact Mark?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Mark Smelser. Mark works from the Houston, TX office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1999, about 27 years. Top 7% by experience at J.P. Morgan Securities.
What licenses does Mark hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Mark 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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