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Scott Steven Wilcoxen

J.p. Morgan Securities LLC

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About Scott Steven Wilcoxen

Scott Wilcoxen is a financial advisor with J.P. Morgan Securities LLC. Scott has over 12 years of experience in the financial services industry. Scott has a Series 63, Series 79, Series 24 and SIE licenses. He is registered to provide investment advice in all 50 states, District of Columbia, Puerto Rico, and the Virgin Islands. Scott previously worked at Barclays Capital Inc. where he was active from 2010-2013.

Firm Information

Scott Wilcoxen 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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Scott Wilcoxen’s Registration & Firm History

NY

05/20/2013 - Present

J.p. Morgan Securities LLC (NEW YORK NY)

NY

09/09/2010 - 05/03/2013

BARCLAYS CAPITAL INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/06/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/24/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2010

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Steven Wilcoxen.
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