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Advisors / Texas / Tomball
9yrs

Kyle Manuel

Financial advisor at J.P. Morgan Securities

Based in Tomball, Texas, Kyle Manuel is a fiduciary financial advisor with 9 years of industry experience. Kyle joined J.P. Morgan Securities in 2019, after a year at Merrill. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.

One of 68 advisors with offices in Tomball, and one of 59 fiduciaries.

Tomball, TX 77375Fiduciary advisor

At a glance

Experience9 years (since 2017)
How that compares ?9 years in the industry
Office8507 W New Harmony Trail, Tomball, TX 77375
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

  1. 2019 – now
  2. Dec 2017 – Apr 2019
    MerrillPreviously

Questions to ask Kyle

Tailored to Kyle’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Kyle

How do I contact Kyle?

Call J.P. Morgan Securities at 800-999-2000 and ask for Kyle Manuel. Kyle works from the Tomball, TX office.

How long has Kyle been a financial advisor?

Kyle has been in the industry since 2017, about 9 years. 9 years in the industry.

What licenses does Kyle hold?

Series 66. Tap any license on this page to see what it allows.

Is Kyle a fiduciary?

Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Kyle paid?

J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Kyle 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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