UBS Financial Services
47yrs
Top advisor by experience in Plano
9yrs
Eric Morel
Financial advisor at J.P. Morgan Securities
Based in Plano, Texas, Eric Morel is a fiduciary financial advisor with 9 years of industry experience. Eric joined J.P. Morgan Securities in 2021, after four years at TD Ameritrade and four years at TD Ameritrade Investment Management. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?More experience than 55% of advisors in Plano
Office8181 Communications Parkway, F-04, Plano, TX 75024
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
- 2021 – nowJ.P. Morgan Securities LLCCurrent firm
- 2017 – 2021TD Ameritrade, Inc.Previously
- 2017 – 2021TD Ameritrade Investment Management, LLCPreviously
Contact Eric
(800) 999-2000Firm headquarters in New York, NY. Ask for Eric. 8181 Communications Parkway, F-04Plano, TX 75024Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Eric
Tailored to Eric’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 Eric
How do I contact Eric?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Eric Morel. Eric works from the Plano, TX office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2017, about 9 years. More experience than 55% of advisors in Plano.
What licenses does Eric hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Eric 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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