Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
3yrs
Jonathan Rozen
Financial advisor at J.P. Morgan Securities
Based in Houston, Texas, Jonathan Rozen is a fiduciary financial advisor with 3 years of industry experience. Jonathan has been with J.P. Morgan Securities since 2024. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office600 Travis St Floor 60, Houston, TX 77002
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
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Jonathan
Local office(713) 216-3773Ask for Jonathan. (800) 999-2000Main office · New York, NY 600 Travis St Floor 60Houston, TX 77002Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Jonathan
How do I contact Jonathan?
Call Jonathan’s local office at (713) 216-3773 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Jonathan Rozen.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Jonathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jonathan 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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