Osaic Wealth
44yrs
Top advisor by experience in Katy
7yrs
Robert Nerio
Financial advisor at J.p. Morgan Securities
Robert Nerio has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Katy, Texas. After six years at Merrill Lynch, Pierce, Fenner & Smith, Robert joined J.p. Morgan Securities in 2025, a firm offering financial planning, investment management, and retirement plan consulting. J.p. Morgan Securities reports being paid through a percentage of assets.
One of 224 advisors with offices in Katy, and one of 208 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office406 S Mason Road, Katy, TX 77450
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
- Jul 2025 – nowJ.p. Morgan Securities LLCCurrent firm
- 2019 – 2025
Questions to ask Robert
Tailored to Robert’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 Robert
How do I contact Robert?
Call J.p. Morgan Securities at 800-999-2000 and ask for Robert Nerio. Robert works from the Katy, TX office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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