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Bryan James Wilson

BMO Capital Markets Corp.

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About Bryan James Wilson

Bryan James Wilson is a financial professional with over 20 years of experience in the securities industry. Bryan currently holds a Series 7, Series 53 and SIE license and is registered with BMO Capital Markets Corp. Bryan has a strong background in the securities industry, having worked for a number of prominent firms including BMO Capital Markets GKST Inc., Piper Jaffray & Co. and E*TRADE. Bryan's areas of expertise include portfolio management, securities trading ideas and research. Bryan is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Bryan Wilson is currently registered with BMO Capital Markets Corp.. BMO Capital Markets Corp. is a Corporation headquartered in NEW YORK, NY. Founded in March 1988, the firm has a broad reach with state-level registrations in all 50 states plus Puerto Rico and the Virgin Islands. It offers investment advisory services, including portfolio management for pooled investment vehicles, and holds approximately $10 billion - $50 billion in assets. BMO Capital Markets Corp. primarily serves investment companies and pooled investment vehicles, with a total of 113 clients and $796,416,350 in regulatory assets under management.
BMO Capital Markets Corp.

151 WEST 42ND STREET

NEW YORK, NY 10036

$796.42M

Assets Under Management

113

Total Clients

178

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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provision of securities trading ideas and research

Provision of securities trading ideas and research

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees for securities trading ideas and research

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Bryan Wilson’s Registration & Firm History

IL

02/18/2010 - Present

BMO Capital Markets Corp. (CHICAGO IL)

IL

01/30/2009 - 01/20/2010

BMO CAPITAL MARKETS GKST INC. (CHICAGO IL)

IL

10/26/2007 - 02/18/2009

BMO CAPITAL MARKETS CORP. (CHICAGO IL)

IL

02/10/2003 - 09/24/2007

PIPER JAFFRAY & CO. (CHICAGO IL)

CA

12/20/1999 - 12/03/2001

EBONDTRADE (WALNUT CREEK CA)

MN

03/24/1999 - 11/19/1999

U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)

MN

07/30/1997 - 04/09/1999

CRONIN & CO., INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 08/15/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/2000

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Bryan James Wilson.
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