Kercheville Advisors
47yrs
Top advisor by experience in San Antonio
2yrs
Curtis Appleton
Financial advisor at J.P. Morgan Securities
Curtis Appleton is a fiduciary financial advisor in San Antonio, Texas, with 2 years in the industry. Curtis 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 1848 advisors with offices in San Antonio, and one of 1668 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office20855 Stone Oak Parkway, San Antonio, TX 78258
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
- May 2025 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Curtis
(800) 999-2000Firm headquarters in New York, NY. Ask for Curtis. 20855 Stone Oak ParkwaySan Antonio, TX 78258Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Curtis
Tailored to Curtis’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 Curtis
How do I contact Curtis?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Curtis Appleton. Curtis works from the San Antonio, TX office.
How long has Curtis been a financial advisor?
Curtis has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Curtis hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Curtis a fiduciary?
Curtis is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Curtis paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Curtis 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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