Jason Willyard

CRD 5855800 · J.P. Morgan Securities LLC · Chicago, IL

IA RegisteredBroker

Also appears in the source record as: Jason Daniel Willyard

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 63Series 65
Registered states (24): Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Massachusetts · Michigan · Missouri · Montana · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Washington · Wisconsin
Years in the industry (source record): 14
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 (10)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Chicago, IL · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Chicago, IL · BC capacity

start not retrieved → present
Advisors Asset Management, Inc.
Chicago, IL · IA capacity

Oct 21, 2019 → Mar 7, 2024
Advisors Asset Management, Inc.
Chicago, IL · BC capacity

Oct 21, 2019 → Mar 7, 2024
Citizens Securities, Inc.
Phoenix, AZ · BC capacity

Oct 12, 2018 → May 16, 2019
Citizens Securities, Inc.
Phoenix, AZ · IA capacity

Oct 1, 2018 → May 16, 2019
Sigfig Wealth Management LLC
Phoenix, AZ · IA capacity

May 9, 2017 → Sep 17, 2018
Strategic Advisers, Inc.
Chicago, IL · IA capacity

Jan 15, 2015 → Sep 23, 2016
Fidelity Brokerage Services LLC
Chicago, IL · BC capacity

Mar 1, 2013 → Sep 22, 2016
Vanguard Marketing Corporation
Scottsdale, AZ · BC capacity

Nov 5, 2010 → Oct 16, 2012

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 5855800 ↗ FINRA BrokerCheck record for CRD 5855800 ↗ 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.