JJ DeForest
,

Financial Advisor
NMLS #1876391

800 Capitol St
Houston, TX 77002
713.658.1245
Learn more about an advisor's background on
My team and I are committed to understanding your values and what you want to accomplish with your assets. We believe that one-on-one conversations help us get to know who you are and what you and your family want for your lives and allow us to concentrate on helping you pursue your life goals and plan for your legacy.
Profile

JJ is a Financial Advisor with Merrill Lynch Wealth Management in Houston. He works to educate and assist clients on how their personal and financial goals can be reached. He accomplishes this by listening to each individual's family's objectives and expectations. He then collaborates with his team to create a wealth management approach that is designed to turn all stated goals into realities. He joined Merrill in 2019.

JJ is a graduate of the University of Houston, where he received a bachelor's degree of business administration in finance with a specialized track in personal financial planning. Born and raised in Houston, he is a committed sports fan of all Houston teams. He enjoys spending time with family and friends, especially with his wife and their two sons.

Recognition
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
About Me
Welcome

As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.

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.
Daniel Colt
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #39170
Chilel Khan
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.

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
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Johnny DeForest is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.