Wilfredo Oscar Nevarez

CRD 2807373 · J.P. Morgan Securities LLC · San Francisco, CA

IA RegisteredBroker

Also appears in the source record as: Wil Nevarez; Wilfredo Nevarez

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 65Series 63
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
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

J.P. Morgan Securities LLCCurrent
San Francisco, CA · IA capacity

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

start not retrieved → present
Wells Fargo Advisors
Corte Madera, CA · IA capacity

Jun 13, 2018 → Jun 10, 2026
Wells Fargo Clearing Services, LLC
Corte Madera, CA · BC capacity

Jun 13, 2018 → Jun 10, 2026
Bancwest Investment Services, Inc. (Bwis) And Bwis D/B/A Fhis
Larkspur, CA · IA capacity

Jun 26, 2017 → Jan 17, 2018
Bancwest Investment Services, Inc.
Larkspur, CA · BC capacity

Jun 26, 2017 → Jan 17, 2018
Morgan Stanley
San Rafael, CA · IA capacity

Jul 3, 2013 → Mar 12, 2014
Morgan Stanley
San Rafael, CA · BC capacity

Jun 20, 2013 → Mar 12, 2014
Sutter Securities Incorporated
Irvine, CA · BC capacity

Feb 20, 2013 → Mar 25, 2013
Jmp Securities LLC
San Francisco, CA · BC capacity

Nov 3, 2004 → Mar 20, 2012
Conifer Securities LLC
New York, NY · BC capacity

Jul 17, 2001 → Mar 21, 2003

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2807373 ↗ FINRA BrokerCheck record for CRD 2807373 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.