Rheeta Anne Wilson-Fitzpatrick
Also appears in the source record as: Rheeta Anne Boutin; Rheetaanne Wilson Boutin; Rheeta Anne Wilson; Rheeta Anne Wilson-Boutin
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (7)
- SIESeries 7Series 6Series 10Series 9Series 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)
- 28
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 3037846 contains one or more disclosure events as of Aug 20, 2026.
findmyFA.app does not reproduce, summarise, characterise, or interpret the content of disclosure events. A disclosure event is a category of entry in a regulatory record; it is not, by itself, a finding of wrongdoing. Read the events in full on the official systems:
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 (17)
From the source registration record · current first
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start not retrieved → present
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start not retrieved → present
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Mml Investors Services, LLCOrlando, FL · IA capacityJul 27, 2016 → Sep 14, 2016
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Mml Investors Services, LLCOrlando, FL · BC capacityJul 18, 2016 → Sep 14, 2016
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Grace Capital Management, LLCWinter Park, FL · IA capacityMar 21, 2016 → Jul 12, 2016
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Park Avenue Securities LLCWorthington, OH · IA capacityJan 2, 2015 → Feb 1, 2016
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Park Avenue Securities LLCWorthington, OH · BC capacityJul 10, 2014 → Feb 1, 2016
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Merrill Lynch, Pierce, Fenner & Smith IncorporatedColumbus, OH · IA capacityNov 21, 2012 → Jul 7, 2014
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Merrill Lynch, Pierce, Fenner & Smith IncorporatedColumbus, OH · BC capacityNov 21, 2012 → Jul 7, 2014
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Lifecare Financial Group, LLCWinter Springs, FL · IA capacityOct 28, 2010 → Jul 1, 2011
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Investment AdvisorsMaitland, FL · IA capacitySep 14, 2006 → Oct 1, 2010
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Proequities, Inc.Maitland, FL · BC capacitySep 8, 2006 → Oct 1, 2010
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Intersecurities, Inc.Winter Park, FL · IA capacityNov 2, 2004 → Sep 15, 2006
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Intersecurities, Inc.Winter Park, FL · BC capacityJun 28, 2004 → Sep 15, 2006
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G. A. Repple & CompanyCasselberry, FL · IA capacityJan 4, 1999 → Jul 29, 2003
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G. A. Repple & CompanyCasselberry, FL · BC capacityJan 4, 1999 → Jul 29, 2003
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Nylife Securities Inc.New York, NY · BC capacityApr 21, 1998 → Jan 7, 1999
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.