Oxbow Advisors
47yrs
Top advisor by experience in Austin
6yrs
Eric White
Financial advisor at J.P. Morgan Securities
Based in Austin, Texas, Eric White is a fiduciary financial advisor with 6 years of industry experience. Eric has been with J.P. Morgan Securities since 2023; before that, Eric spent three years at Edward Jones. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office6600 South Mopac Expressway, Austin, TX 78749
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
- 2023 – nowJ.P. Morgan Securities LLCCurrent firm
- 2020 – 2023Edward JonesPreviously
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 White. Eric works from the Austin, TX office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Eric hold?
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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