JMJ and Associates

Merrill Lynch Wealth Management

800 Capitol St
Houston, TX 77002
(713) 658-1284
Learn more about an advisor's background on
JMJ and Associates holds a legacy of putting the client at the center. With over 30 years of experience in the wealth planning industry, we strive to provide each and every one of our clients with a custom financial plan with you at the center. 
JMJ and Associates
Merrill Lynch Wealth Management

JMJ and Associates brings over 30 years of extensive industry experience, delivering personalized financial strategies that align with the unique goals and aspirations of our clients. With a blend of experience, integrity, and a client-centric approach, we strive to build long lasting relationships and secure financial futures.

About Us
Our Client-Centric Approach

At the heart of JMJ is a commitment to putting our clients and their families at the center of everything we do. We take the time to build deep, personal relationships with our clients. We want to get to know everything from understanding their financial situation all the way to their childrens' names and what their aspirations are.

Meet Our Team
Phillip Jones
Senior Vice President, Senior Financial Advisor
Jeffrey Mccurry
First Vice President, Senior Financial Advisor
Carli Jones
Team Financial Advisor
Alexis M Medellin
Registered Wealth Management Client Associate
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Kimberlye Climie
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #319305
James D Fox
Structured Credit Executive
Bank of America, N.A.
Timothy Sells
Wealth Management Banking Specialist
Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up