Bill
Dillon

J.P. Morgan Securities LLC

CRD#5710769
Investment Advisor
in Phoenix, AZ

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About this Advisor

Bill Dillon is a financial advisor who works in Phoenix, Arizona, with a total of 10 years of financial industry experience. Dillon works at J.P. Morgan Securities LLC. During their career, the advisor has held roles at Jpmorgan Chase Bank Na, Chase Investment Services Corp and Jpmorgan Securities LLC. Dillon maintains Series 66 and Series 63 licenses, designating them as a securities agent, and can advise clients in Arizona and Texas. J.P. Morgan Securities LLC is a financial advisory business that has its headquarters in Phoenix, Arizona. The investment advisory business has offices in 5,128 locations and a total of 7,383 employees. It oversees $130 billion in total assets between its 602,419 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 264 charities and foundations. Of its 602,419 client accounts, 18% are held by high-net-worth clients who have at least $1 million in investable assets. The company performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules typically are based on the type of services offered. However, fee types billed by J.P. Morgan Securities LLC can be comprised of any blend of asset-based and other fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

4040 E. Chandler Blvd.
Phoenix, AZ 85048

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

AZ Average: $7,464,549,021
Total Number of Employees

7,383

AZ Average: 88
Total Number of Accounts

602,419

AZ Average: 3,892
Average Account Size

$216,255

AZ Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Bill Dillon Work History

Bill has 11 years of experience.

2014 - Present (6 years)

Jpmorgan Chase Bank Na

2013 - Present (7 years)

Jpmorgan Securities LLC

2010 - Present (10 years)

Jpmorgan Chase Bank Na

2012 - 2014 (2 years)

Jpmorgan Chase Bank Na

2011 - 2012 (1 year)

Jpmorgan Chase Bank Na

2010 - 2011 (1 year)

Chase Investment Services Corp

2010 - 2011 (1 year)

Jpmorgan Chase Bank Na

2009 - 2010 (1 year)

Jpmorgan Chase Bank Na

2009 - 2010 (1 year)

Chase Investment Services Corp

Disclosures

Bill Dillon has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at J.P. Morgan Securities LLC

Alex Guttosch
Chicago, IL
Edward Pavel
Seattle, WA
Dale Self
Indianapolis, IN
Mia Owen
Slidell, LA
Eric Boykin
Houston, TX
Lisa Nmadu
Tampa, FL
Clarissa Locke
Westerville, OH
David Abernathy
Dallas, TX

This content was compiled from the SEC and FINRA.

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