Wells Fargo Advisors
47yrs
Top advisor by experience in The Woodlands
7yrs
Based in The Woodlands, Texas, Brooks Nelson is a fiduciary financial advisor with 7 years of industry experience. Brooks has been with J.P. Morgan Securities since 2022. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 583 advisors with offices in The Woodlands, and one of 547 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office4755 West Panther Creek Drive, The Woodlands, TX 77381
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
- 2022 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Brooks
(800) 999-2000Firm headquarters in New York, NY. Ask for Brooks. 4755 West Panther Creek DriveThe Woodlands, TX 77381Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Brooks
Tailored to Brooks’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 Brooks
How do I contact Brooks?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Brooks Nelson. Brooks works from the The Woodlands, TX office.
How long has Brooks been a financial advisor?
Brooks has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Brooks hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Brooks a fiduciary?
Brooks is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brooks paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Brooks 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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