Unclaimed
Jerome B. Wilson is a registered investment advisor representative with J.P. Morgan Securities LLC and has been active in the industry since August 2000. Jerome holds a Series 6, 7, 63, and 65 license. Jerome is also a registered investment advisor representative in Arizona, California, Florida, Idaho, Missouri, Nevada, New Jersey, North Carolina, Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Texas, Virginia, and Washington. Prior to J.P. Morgan Securities LLC, Jerome was an investment advisor representative with Chase Investment Services Corp., WAMU Investments, Inc., Aaron Capital, Incorporated, Tradeway Securities Group, Inc., Platinum Investment Corp., Oak Brook Securities Corp., and LifeUSA Securities, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
09/19/2013 - Present
J.p. Morgan Securities LLC (FONTANA CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN BERNARDINO CA)
CA
09/03/2004 - 05/02/2009
WAMU INVESTMENTS, INC. (SAN BERNARDINO CA)
GA
12/04/2002 - 09/27/2004
AARON CAPITAL, INCORPORATED (COLUMBUS GA)
CA
05/23/2002 - 10/25/2002
TRADEWAY SECURITIES GROUP, INC. (CARLSBAD CA)
NY
04/15/2002 - 07/15/2002
PLATINUM INVESTMENT CORP. (ROCHESTER NY)
IL
04/12/2000 - 12/31/2001
OAK BROOK SECURITIES CORP. (OAKBROOK TERRACE IL)
MN
03/14/2000 - 04/11/2000
LIFEUSA SECURITIES, INC. (MINNEAPOLIS MN)
IA
Issued 04/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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
Not sure Jerome Wilson is the right advisor for you? Invested Better is here to help.