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Alison Young Group

Alison Young Group

My clients regard me as a problem solver and more. I am an idea generator, networking ally and a second set of eyes, immersing myself into the fabric of your big picture.

713.216.5148

712 Main Street, Floor 12
Houston, TX 77002

Building a Personal Financial Legacy for Families

DEDICATED TO WHAT MATTERS MOST

I understand that wealth is rarely an end in itself—it is a means by which my clients enhance their lives and those of their families. As a trusted steward of this aspiration, I feel a deep obligation to oversee the intricacies that often accompany the accumulation of significant assets. My mission is to provide customized advisory guidance and full-service support to help you preserve and protect your wealth and secure a legacy for the next generation.

COLLABORATIVE AND HANDS-ON

My goal is to build deep, long-lasting and meaningful relationships with each of my clients. I strive to deliver the kind of personal touch that is invaluable when advising individuals and families with considerable wealth. I am passionate about delivering on this and strive to be your first call for all of your financial needs.

ACCESS POINT TO J.P. MORGAN’S CAPABILITIES

I see my role as your gateway to J.P. Morgan, bringing the firm’s professional resources directly to you. Through my perch at J.P. Morgan Wealth Management, I provide a boutique environment designed to make a large firm feel small. You benefit from the fiscal strength and stability of our fortress balance sheet to help safeguard your assets in all economic conditions.

MY SOLUTION-ORIENTATION

I make use of a problem-solving framework to bring order to your financial picture. My goal is to present a straightforward and elegantly simple recommendation to accomplish your financial intentions in the most efficient manner possible. I draw from the intellectual capital, thought leadership and award-winning research1 of the firm to present a well-defined investment plan for pursuing your specific objectives.

  • SHORT-TERM TACTICAL NEEDS
  • LONG-TERM INVESTMENT APPROACHES
  • TAX-AWARE STRATEGIES
  • INCOME GENERATION
  • WEALTH TRANSFER
  • RETIREMENT PLANNING
  • TRADITIONAL BANKING
  • MORTGAGES
  • SPECIALIZED LENDING

 

Investment Approach

Bespoke Strategies Built Around Your Needs

A GOALS-BASED APPROACH

I connect with you by listening, learning and understanding your current situation and where you want to be in five, 10, 15 or more years. I help prioritize your goals and the income you will need to live your best life. By utilizing the resources and intellectual capital of J.P. Morgan, I design a custom approach that will help enable you to pursue these dreams within the risk parameters where you are comfortable.

A PERSONALIZED PROCESS

These inputs lay the foundation to create short- and long-term strategies designed to grow alongside you and your family. I build asset allocations to target your individualized objectives. This process is hands-on, and I work directly with you to explore opportunities and make decisions together.

EXPERIENCED INVESTMENT MANAGEMENT

I select the most appropriate strategies to help pursue your goals, and use an array of vehicles such as stocks, bonds, mutual funds, ETFs and third-party managers, as well as individualized portfolios. Whether I use a mix of structured products or separately managed accounts, the investments selected are always chosen in line with my clients’ tax and investment needs.

COLLABORATIVE RELATIONSHIP

Like you, successful individuals and families want and deserve this process to be transparent, accountable and objective. I respond to your desire for a partnership in which ideas are communicated simply and directly.

ONGOING REVIEW AND MANAGEMENT

Just as economic and market conditions evolve, your goals and needs may change as well and require consideration and analysis. Ongoing portfolio evaluation allows me to rebalance allocations and remain flexible.

Meet Our Team

1. Source: J.P. Morgan ranked #1 as the All-America Research Team, Institutional Investor, 2020.

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read additional Important Information in conjunction with these pages.