Jerome B Wilson

CRD 3267483 · J.P. Morgan Securities LLC · Fontana, CA

IA RegisteredBroker

Also appears in the source record as: Jerome Benjamin Wilson

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 65Series 63
Registered states (17): Arizona · California · Florida · Idaho · Maryland · Missouri · Nevada · New Jersey · North Carolina · Oklahoma · Oregon · South Carolina · South Dakota · Tennessee · Texas · Virginia · Washington
Years in the industry (source record): 26
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
Fontana, CA · IA capacity

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

start not retrieved → present
Chase Investment Services Corp.
San Bernardino, CA · IA capacity

May 2, 2009 → Oct 1, 2012
Chase Investment Services Corp.
San Bernardino, CA · BC capacity

May 2, 2009 → Oct 1, 2012
Wamu Investments, Inc.
San Bernardino, CA · IA capacity

May 1, 2009 → May 2, 2009
Wamu Investments, Inc.
San Bernardino, CA · BC capacity

Sep 3, 2004 → May 2, 2009
Aaron Capital, Incorporated
Columbus, GA · BC capacity

Dec 4, 2002 → Sep 27, 2004
Tradeway Securities Group, Inc.
Carlsbad, CA · BC capacity

May 23, 2002 → Oct 25, 2002
Platinum Investment Corp.
Rochester, NY · BC capacity

Apr 15, 2002 → Jul 15, 2002
Oak Brook Securities Corp.
Oakbrook Terrace, IL · BC capacity

Apr 12, 2000 → Dec 31, 2001
Lifeusa Securities, Inc.
Minneapolis, MN · BC capacity

Mar 14, 2000 → Apr 11, 2000

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.

SEC IAPD record for CRD 3267483 ↗ FINRA BrokerCheck record for CRD 3267483 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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.