Kercheville Advisors
47yrs
Top advisor by experience in San Antonio
1yr
Simon Wright
Financial advisor at J.P. Morgan Securities
Simon Wright is a fiduciary financial advisor in San Antonio, Texas, with 1 year in the industry. Simon joined J.P. Morgan Securities in 2026, after a year at &partners. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 1848 advisors with offices in San Antonio, and one of 1668 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 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.
Series 66Uniform Combined State Law Examination
Career
- Jul 2026 – nowJ.P. Morgan Securities LLCCurrent firm
- Aug 2025 – Apr 2026&partnersPreviously
Contact Simon
20855 Stone Oak ParkwaySan Antonio, TX 78258Office · Get directions Firm main line(800) 999-2000Headquarters: J.P. Morgan Securities · New York, NY Firm websitewealthpartners.jpmorgan.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Simon
Tailored to Simon’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Simon
How do I contact Simon?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Simon Wright. Simon works from the San Antonio, TX office.
How long has Simon been a financial advisor?
Simon has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Simon hold?
Series 66. Tap any license on this page to see what it allows.
Is Simon a fiduciary?
Simon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Simon paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Simon 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.
Other advisors nearby
LPL Financial
47yrs
Top 1% by experience in San Antonio
McNally Financial Services
47yrs
Top advisor by experience at McNally Financial Services
Glass Wealth Management
47yrs
Top 1% by experience in San Antonio
Morgan Stanley
46yrs
Top 1% by experience in San Antonio
Dominion Portfolio Management
46yrs
Top advisor by experience at Dominion Portfolio Management