Oxbow Advisors
47yrs
Top advisor by experience in Austin
19yrs
Stephen Feinstein
Financial advisor at J.P. Morgan Securities
Stephen Feinstein has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Austin, Texas. Stephen has been with J.P. Morgan Securities since 2023; before that, Stephen spent two years at UBS Financial Services. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?Top 21% by experience at J.P. Morgan Securities
Office405 Colorado St Floor 25 & 24, Austin, TX 78701
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 66Uniform Combined State Law Examination
Career
- 2023 – nowJ.P. Morgan Securities LLCCurrent firm
- Oct 2007 – Sep 2009UBS Financial Services Inc.Previously
Contact Stephen
Local office(512) 479-5707Ask for Stephen. (800) 999-2000Main office · New York, NY 405 Colorado St Floor 25 & 24Austin, TX 78701Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- 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 Stephen
How do I contact Stephen?
Call Stephen’s local office at (512) 479-5707 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Stephen Feinstein.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2007, about 19 years. Top 21% by experience at J.P. Morgan Securities.
What licenses does Stephen hold?
Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Stephen 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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