John J. Wilson
Also appears in the source record as: John J Wilson; John Jay Wilson
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Inactive
- Exams passed (5)
- SIESeries 7Series 24Series 66Series 63
- Registered states
- Not yet retrieved from the source record
- Years in the industry (source record)
- 22
- 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 (11)
From the source registration record · current first
-
start not retrieved → present
-
start not retrieved → present
-
Morgan StanleyNew York, NY · IA capacityJan 26, 2017 → Dec 14, 2022
-
Morgan StanleyPurchase, NY · BC capacityJan 24, 2017 → Dec 14, 2022
-
Merrill Lynch, Pierce, Fenner & Smith IncorporatedJersey City, NJ · IA capacityJun 26, 2012 → Dec 23, 2016
-
Merrill Lynch, Pierce, Fenner & Smith IncorporatedJersey City, NJ · BC capacityJul 8, 2011 → Dec 23, 2016
-
Foliofn Investments, Inc.Mclean, VA · BC capacityDec 21, 1999 → May 15, 2001
-
Fidelity Brokerage Services, Inc.Smithfield, RI · BC capacityJan 5, 1995 → Aug 27, 1999
-
Touchstone Securities, Inc.Cincinnati, OH · BC capacityJun 14, 1994 → Dec 13, 1994
-
Ids Life Insurance CompanyMinneapolis, MN · BC capacityJan 7, 1992 → May 11, 1994
-
American Express Financial Advisors Inc.Minneapolis, MN · BC capacityJan 7, 1992 → May 11, 1994
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.