William P Anderson

CRD 2615145 · J.P. Morgan Securities LLC · Atlanta, GA

IA RegisteredBroker

Also appears in the source record as: Bill Anderson; William Phillips Anderson; William Anderson

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 66Series 63
Registered states (12): Alabama · Colorado · District Of Columbia · Florida · Georgia · Illinois · Kentucky · Montana · New York · North Carolina · South Carolina · Texas
Years in the industry (source record): 29
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 (16)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Atlanta, GA · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Atlanta, GA · BC capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Atlanta, GA · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Atlanta, GA · BC capacity

start not retrieved → present
Edward Jones
Decatur, GA · IA capacity

Aug 21, 2018 → Mar 7, 2023
Edward Jones
Decatur, GA · BC capacity

Aug 20, 2018 → Mar 7, 2023
P.J. Robb Variable Corporation
Memphis, TN · BC capacity

Nov 12, 2015 → Aug 21, 2018
Proequities, Inc.
Birmingham, AL · BC capacity

Mar 9, 2011 → Nov 11, 2015
Hartford Equity Sales Company Inc.
Metairie, LA · BC capacity

Jun 7, 2005 → Feb 14, 2011
Merrill Lynch Pierce Fenner & Smith Inc.
Atlanta, GA · IA capacity

Sep 13, 2004 → Feb 3, 2005
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New York, NY · BC capacity

Aug 17, 2004 → Feb 3, 2005
Morgan Keegan & Company, Inc.
Memphis, TN · BC capacity

Apr 17, 2003 → Aug 20, 2004
Mml Investors Services, Inc.
Springfield, MA · BC capacity

Nov 20, 2001 → Oct 9, 2002
Wachovia Securities, Inc.
Charlotte, NC · BC capacity

Feb 14, 2000 → Dec 21, 2001
Wachovia Brokerage Service
Winston Salem, NC · BC capacity

Apr 17, 1998 → Feb 14, 2000
Northwestern Mutual Investment Services, Inc.
Milwaukee, WI · BC capacity

Aug 25, 1995 → Mar 27, 1998

Source & corrections

Where this page comes from

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