Kercheville Advisors
47yrs
Top advisor by experience in San Antonio
19yrs
Based in San Antonio, Texas, Jared Rawson is a fiduciary financial advisor with 19 years of industry experience. Jared joined J.P. Morgan Securities in 2024, after four years at Charles Schwab & CO. and two years at USAA Investment Services. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 1848 advisors with offices in San Antonio, and one of 1668 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?Top 21% by experience at J.P. Morgan Securities
Office20855 Stone Oak Parkway, San Antonio, TX 78258
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
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
- 2020 – 2024Charles Schwab & CO., Inc.Previously
- 2018 – 2020USAA Investment Services CompanyPreviously
- 2009 – 2018USAA Financial Planning ServicesPreviously
- Aug 2008 – Dec 2008USAA Investment Services CompanyPreviously
Contact Jared
(800) 999-2000Firm headquarters in New York, NY. Ask for Jared. 20855 Stone Oak ParkwaySan Antonio, TX 78258Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Jared
Tailored to Jared’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 Jared
How do I contact Jared?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Jared Rawson. Jared works from the San Antonio, TX office.
How long has Jared been a financial advisor?
Jared has been in the industry since 2007, about 19 years. Top 21% by experience at J.P. Morgan Securities.
What licenses does Jared hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jared a fiduciary?
Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jared paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jared 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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