J.P. Morgan Securities LLC

Firm record

As recorded in SEC IAPD

Firm CRD

79

SEC number

801-3702

Firm type

RIA

Assets under management

$429.7B as of Jun 30, 2026

Website

wealthpartners.jpmorgan.com ↗

Phone

800-999-2000

Address

270 Park Avenue, New York, NY, 10017

Advisors at this firm

35,555 in our index · page 666 of 712

• Richard Jordan WallaceCRD 6519250 · Dayton, OH
  IA RegisteredBroker
• Susan Nichole WallaceCRD 2953105 · Huntington, WV
  IA RegisteredBroker
  Disclosure event(s) on record
• Silvana M WallenCRD 5730834 · Joliet, IL
  Broker
• Leif WallerCRD 3250221 · Bedford, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Bryan Michael WallinCRD 5315210 · New York, NY
  IA RegisteredBroker
• Phillip Garret WallingCRD 5766905 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Sherri Lynn WallsCRD 6484187 · New York, NY
  Broker
• Terence M. WallsCRD 4443168 · The Woodlands, TX
  Broker
• Eoin Padraig WalshCRD 6150790 · Washington Township, MI
  IA RegisteredBroker
• Ryan WalshCRD 8150985 · Newark, DE
  Broker
• Ellen Jane WaltersCRD 3060303 · New York, NY
  BrokerRegistration inactive
• Anna D WaltmanCRD 5623483 · Avondale, AZ
  Registration inactive
• Thomas Arthur WalzCRD 2924308 · Chicago, IL
  Broker
• Julie Izzo WanderCRD 3142011 · Columbus, OH
  IA RegisteredBroker
• Marcela Wanderley LoureiroCRD 7145536 · New York, NY
  Broker
• Alice WangCRD 4436334 · New York, NY
  Broker
• Boyi WangCRD 4988373 · Flushing, NY
  IA RegisteredBroker
• Cheng Wen WangCRD 7233229 · Elk Grove, CA
  Broker
• Chester WangCRD 5912773 · Denver, CO
  IA RegisteredBroker
• Cynthia Shin-Yi WangCRD 6344969 · Arlington, VA
  Broker
• Danning WangCRD 6646995 · San Francisco, CA
  IA RegisteredBroker
• Dao WangCRD 7831193 · San Francisco, CA
  Broker
• David WangCRD 8045636 · New York, NY
  Broker
• Donna WangCRD 5783219 · Alhambra, CA
  IA RegisteredBroker
• Faye Wenfei WangCRD 6214113 · Alhambra, CA
  Broker
• Hanzi WangCRD 5385489 · New York, NY
  Broker
• Huiting WangCRD 7069097 · Fremont, CA
  Broker
• Jason WangCRD 5755695 · San Diego, CA
  IA RegisteredBroker
• Jonathan WangCRD 6828875 · El Segundo, CA
  Broker
• Jonny S WangCRD 6152593 · Irvine, CA
  Broker
• Jue WangCRD 5756815 · San Francisco, CA
  Broker
• Meng Meng WangCRD 6485124 · Irvine, CA
  Broker
• Qian WangCRD 7435353 · New York, NY
  Broker
• Shengnan WangCRD 7290967 · Austin, TX
  Broker
• Shuyuan WangCRD 7197172 · Ellicott City, MD
  IA RegisteredBroker
• Xiaodi WangCRD 6846435 · Ann Arbor, MI
  IA RegisteredBroker
• Youle WangCRD 6839308 · Seattle, WA
  IA RegisteredBroker
• Yuan Ting WangCRD 6223201 · Santa Clara, CA
  IA RegisteredBroker
• Joyce Said WardCRD 2972143 · Washington, DC
  IA RegisteredBroker
• Lee Perry WardCRD 4655375 · Houston, TX
  IA RegisteredBroker
• Mark L WardCRD 4421381 · Plano, TX
  Broker
• Ryan Shaw WardCRD 5994207 · San Francisco, CA
  Broker
• Wesley Lane WardCRD 7075036 · Jacksonville, FL
  IA RegisteredBroker
• Charles WardellCRD 5228959 · New York, NY
  Broker
• Jonathan Lindsay WarkentinCRD 5385550 · Denver, CO
  IA RegisteredBroker
• Cynthia Maria WarnerCRD 4379472 · Naperville, IL
  Broker
• Yaron WarzmanCRD 4700530 · New York, NY
  IA RegisteredBroker
• Audrea Winston WashingtonCRD 2780691 · Tampa, FL
  Broker
• Christopher James WashingtonCRD 7185926 · New York, NY
  Broker
• Dewayne Neron WashingtonCRD 6922641 · Miami, FL
  IA RegisteredBroker

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 Sep 15, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.