Paul Zawilenski

CRD 1983606 · J.P. Morgan Securities LLC · Ramona, CA

IA RegisteredBroker

Also appears in the source record as: Paul Edward Zawilenski

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (8): SIESeries 3Series 7Series 24Series 10Series 9Series 65Series 63
Registered states (21): Alabama · Arizona · Arkansas · California · Colorado · Florida · Georgia · Idaho · Illinois · Montana · Nevada · New Mexico · New York · Ohio · Oregon · South Carolina · South Dakota · Texas · Utah · Washington · Wisconsin
Years in the industry (source record): 30
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (12)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Ramona, CA · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Ramona, CA · BC capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith Incorporated
San Diego, CA · IA capacity

Jun 3, 2011 → Apr 4, 2013
Merrill Lynch, Pierce, Fenner & Smith Incorporated
San Diego, CA · BC capacity

Jun 3, 2011 → Apr 4, 2013
Chase Investment Services Corp.
Palm Desert, CA · IA capacity

Sep 24, 2010 → Jun 8, 2011
Chase Investment Services Corp.
Palm Desert, CA · BC capacity

Sep 24, 2010 → Jun 8, 2011
First Financial Equity Corporation
Ramona, CA · IA capacity

Mar 23, 2009 → Sep 13, 2010
First Financial Equity Corporation
Scottsdale, AZ · BC capacity

Mar 23, 2009 → Sep 13, 2010
Banc Of America Investment Services, Inc.
San Diego, CA · IA capacity

Jun 9, 2004 → Feb 9, 2009
Banc Of America Investment Services, Inc.
San Diego, CA · BC capacity

Jun 9, 2004 → Feb 9, 2009
Securities America, Inc.
Lavista, NE · BC capacity

Jan 30, 1990 → Dec 21, 1990
Royal Alliance Associates, Inc.
Scottsdale, AZ · BC capacity

Dec 19, 1989 → Feb 7, 1990

Source & corrections

Where this page comes from

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