JMJ and Associates

Merrill Lynch Wealth Management
800 Capitol St
Houston, TX 77002
(713) 658.1284
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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
Welcome

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
713.658.1224
Jeffrey Mccurry
First Vice President, Senior Financial Advisor
713.658.1652
Carli Jones
Team Financial Advisor
713.658.1284
Alexis M Medellin
Registered Wealth Management Client Associate
713.658.1336
Carleen  Osina
Carleen Osina,

AAMS™

Registered Senior Wealth Management Client Associate
713.658.1239
Carl Guillory
Senior Vice President, Wealth Management Advisor
713.658.1630
Victoria Merwin,

CRPC™

Vice President, Senior Financial Advisor
713.658.1242
Camdyn Rae Osina
Camdyn Rae Osina
Wealth Management Client Associate (FP)
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
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.