Garth
Wilson

J.P. Morgan Securities LLC

CRD#2543197
Investment Advisor
in New York, NY
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About this Advisor

Garth Wilson is a certified financial planner and chartered financial consultant who works out of New York, New York. Currently an advisor with J.P. Morgan Securities LLC, Wilson has 11 years of experience as an investment advisor. Wilson holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Wilson is registered to work with customers based out of New Jersey and Texas. Throughout their career, they have worked at Jpmorgan Chase, N.A, Chase Investment Services Corp and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC is based out of New York, New York, and operates out of 5,365 locations throughout the nation. Overall, J.P. Morgan Securities LLC oversees $113 billion in assets across 505,984 client accounts and employs more than 5,713 people. The firm's total assets under management places it among the biggest firms in the United States. The firm manages 396,797 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 16% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. J.P. Morgan Securities LLC provides portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

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

633 Third Avenue
New York, NY 10017

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

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

7,383

NY Average: 88
Total Number of Accounts

602,419

NY Average: 3,892
Average Account Size

$216,255

NY 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

Garth Wilson Work History

Garth has 11 years of experience.

2012 - Present (7 years)

J.P. Morgan Securities LLC

2007 - Present (12 years)

Jpmorgan Chase, N.A

2007 - 2012 (5 years)

Chase Investment Services Corp

Disclosures

Garth Wilson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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