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John M. Fry - Houston, TX
John M. Fry, ChFC®, CLU®
Senior Director - Investments
Oppenheimer & Co. Inc.
711 Louisiana, Suite 1500
Houston, TX 77002
Tel:  (713) 650-2014
Toll Free:  (800) 231-7509
Fax:  (713) 650-7610


John M. Fry is licensed in the following state(s)*:
AZ, CA, FL, MI, MS, NY, TX, VA

My primary role as an Oppenheimer & Co. Inc. Financial Advisor is to build a professional relationship with you by listening to your concerns and crafting investment strategies designed to help you work towards achieving your financial goals. This strategy, adapted to your personal situation, will evolve over time, as your life evolves and the financial markets change. In creating this strategy, I draw upon the resources of an investment boutique with a tradition dating from the early nineteenth century. At the heart of that tradition and of my own business are integrity, hard work and personal service. Feel free to contact me so that we may speak about your financial future and the opportunities I might be able to provide.

Voted the last 5 years as a Five Star Wealth Manager, 2009-2013, by Five Star Professional and Texas Monthly. The Eligibility Criteria include credentialed Finra-registered representative, actively employed as a credentialed professional in the financial services industry for a minimum of five years, favorable regulatory and complaint history review, fulfilled their firm review based on internal firm standard and must be accepting new clients. The Evaluation Criteria includes the one year client retention rate, the five year retention rate, non-institutional discretionary and / or non-discretionary client assets administered, number of client households served and education and professional designations.

 

 

 




 

Oppenheimer Products & Services
• 401(k) Plans • Insurance and Annuities
• 529 Plans • Mutual Funds
• Deferred Compensation Plans • Professional Money Management
• Discretionary Portfolio Management • Retirement Planning Services
• Equity and Fixed Income Strategies • Rule 10b5-1 Trading Plans
• Equity Research • Separately Managed Accounts
• Estate and Succession Planning Strategies • Unified Managed Accounts
• Financial Planning Services • Wealth Management Services

If you select any one or more of the advisory services (i.e., Planning Services) offered by Oppenheimer & Co. Inc. or its affiliate Oppenheimer Asset Management Inc., we will be acting in an advisory capacity If you ask us to effect securities transactions for you, we will be acting as a broker-dealer. Please see the Oppenheimer & Co. Inc. website, www.opco.com, or call the branch manager of the office that services your account for further information regarding the differences between brokerage and advisory products and services.

Oppenheimer Asset Management Inc. (OAM) and the Oppenheimer Trust Company of Delaware are wholly owned subsidiaries of Oppenheimer Holdings Inc., which also wholly owns Oppenheimer & Co. Inc. (Oppenheimer), a registered broker/dealer and investment adviser. Securities are offered through Oppenheimer.

Neither Oppenheimer, OAM nor the Trust Company of Delaware provide legal or tax advice. However, the professionals of Oppenheimer, OAM and the Trust Company of Delaware along with Oppenheimer Financial Advisors will work with clients, their attorneys and their tax professionals to help ensure all of their needs are met and properly executed.

Moreover, certain services mentioned herein can be provided by third parties not affiliated with Oppenheimer. Please note that Oppenheimer may receive fees, commission or other forms of consideration as a result of agreements or arrangements entered into between Oppenheimer and such third parties.
*This site and the information contained herein is intended for persons residing in the states listed above and should not be considered a solicitation to buy or an offer to sell any securities or financial products in any other jurisdiction.

1 Alternative investments, such as Hedge Equity and Fund of Funds, are made available only to qualified investors and involve varying degrees of risk.
2 Trust Services are provided by Oppenheimer Trust Company of Delaware.
3 Consulting services are provided by the Consulting Group at Oppenheimer Asset Management Inc. (OAM).

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