J.P. Morgan Securities LLC
RIA
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 690 of 712
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Patrick WolfCRD 5055452 · Plano, TXBroker
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Scott WolfCRD 6080901 · Ravenna, OHIA RegisteredBroker
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Stephen J WolfCRD 2137299 · New York, NYBroker
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Steve WolfCRD 6693556 · Brooklyn, NYIA RegisteredBroker
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Sarah Joanne Wolf-ConlonCRD 5726328 · Madison, WIIA RegisteredBroker
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Amelia Christina J WolfeCRD 2286554 · Summit, NJIA RegisteredBroker
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Angelica Louise WolfeCRD 6901138 · Westerville, OHIA RegisteredBroker
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Blake WolfeCRD 7308483 · Glenview, ILBroker
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Christina WolfeCRD 2684158 · Newport Beach, CAIA RegisteredBrokerDisclosure event(s) on record
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Jonah WolfeCRD 8270702 · San Antonio, TXBroker
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Jonathan WolfeCRD 6223211 · Vancouver, WABroker
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Jordan Scott WolfeCRD 7159189 · Westerville, OHBroker
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Phi Khanh Anthony WolfeCRD 7534981 · Washington, DCBroker
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Richard WolfeCRD 8181131 · Worthington, OHBroker
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Patrick K WolffCRD 7580202 · Rochester, NYBroker
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Jamie WolfordCRD 7694564 · Bridgeville, PABrokerDisclosure event(s) on record
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Dawid WolinskiCRD 7309488 · Streamwood, ILBroker
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Helena WolkCRD 7781763 · New York, NYIA RegisteredBroker
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Jay Franklin WolkCRD 7689062 · Commerce Township, MIBroker
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Monika G WolkCRD 7452021 · Mayfield Heights, OHBroker
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Peter WollnyCRD 7689394 · Boston, MABroker
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Kevin W WolskiCRD 6515635 · New York, NYBroker
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Jonathan G WolterCRD 5954618 · New York, NYBroker
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William Rosser WomackCRD 8243281 · Plymouth, MNBroker
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Danielle WomacskoCRD 7693261 · Yorktown Heights, NYBroker
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Benjamin C. WombleCRD 7600131 · Houston, TXIA RegisteredBroker
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Michael John WomeldorfCRD 7665535 · Des Plaines, ILBroker
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Dania Jannellis WonacottCRD 8017466 · Fort Lauderdale, FLBroker
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Alden WongCRD 1953706 · Jersey City, NJBroker
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Alexander WongCRD 7243390 · Chicago, ILBroker
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Benson WongCRD 8037063 · New York, NYBroker
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Bradley WongCRD 8200900 · Hartland, MIBroker
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Chun Man WongCRD 5997535 · Palo Alto, CAIA RegisteredBroker
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Denie J.W. WongCRD 2550805 · New York, NYBroker
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Garrin WongCRD 7646776 · New York, NYBroker
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Helen WongCRD 4517669 · New York, NYBroker
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Hoiyee WongCRD 8258344 · San Gabriel, CABroker
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Janice F. WongCRD 5983839 · Chicago, ILIA RegisteredBroker
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Jason WongCRD 7126323 · West Harrison, NYIA RegisteredBroker
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Joey F. WongCRD 7400157 · New York, NYBroker
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Kai Man Amy WongCRD 5345903 · Flushing, NYBroker
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Keith Anthony WongCRD 8235070 · Sunrise, FLBroker
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King Tong WongCRD 7466074 · Millbrae, CAIA RegisteredBroker
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Loktung WongCRD 8163664 · Flushing, NYBroker
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Michael WongCRD 8165738 · Ithaca, NYBroker
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Patrick Douglas WongCRD 7972625 · New York, NYBroker
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Peizhen He WongCRD 4860224 · New York, NYIA RegisteredBroker
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Quinton WongCRD 6599078 · Murphy, TXIA RegisteredBroker
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Santi Shengmei WongCRD 5547635 · New York, NYIA RegisteredBroker
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Sean T. WongCRD 5980635 · Anaheim, CAIA 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.
SEC IAPD record for firm CRD 79 ↗
FINRA BrokerCheck record for firm CRD 79 ↗
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Data compiled Sep 16, 2026. Source: ADV_BULK. 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.