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Jeremy James Witkowski

J.p. Morgan Securities LLC

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About Jeremy James Witkowski

Jeremy James Witkowski is a financial advisor with over 20 years of experience in the financial services industry. Jeremy is currently registered with J.P. Morgan Securities LLC, where Jeremy has been employed since October 2012. Jeremy has been active in the financial services industry since June 2002. Prior to joining J.P. Morgan Securities LLC, Jeremy was employed by Chase Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., LaSalle Financial Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Jeremy is registered in multiple states as both a Broker-Dealer and Investment Advisor, including Michigan, Texas, Arizona, California, Connecticut, Florida, Georgia, Illinois, Kansas, Kentucky, Minnesota, Missouri, Ohio, Oregon, South Carolina, Tennessee, Virginia, and Wisconsin.

Firm Information

Jeremy Witkowski is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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

Fee computed based on cents-per-share-deposited-into-the-account

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Jeremy Witkowski’s Registration & Firm History

MI

11/17/2023 - Present

J.p. Morgan Securities LLC (WESTLAND MI)

MI

12/10/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (DEARBORN HEIGHT MI)

MI

10/23/2009 - 12/02/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DEARBORN MI)

MI

10/24/2008 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (DEARBORN MI)

MI

02/20/2003 - 10/24/2008

LASALLE FINANCIAL SERVICES, INC. (GARDEN CITY MI)

MN

05/10/2002 - 01/15/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

05/10/2002 - 01/15/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 03/07/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/17/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jeremy James Witkowski.
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