linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William John Wagner

J.p. Morgan Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William John Wagner

William John Wagner is an investment advisor representative with J.P. Morgan Securities LLC. William John Wagner has been in the industry since August 23, 2019. William John Wagner is registered with the state of Texas and 52 other states. William John Wagner has passed the Series 63, Series 79TO and SIE exams. William John Wagner previously worked at CITIGROUP GLOBAL MARKETS INC. William John Wagner specializes in financial planning, pension consulting, and portfolio management for businesses and individuals.

Firm Information

William Wagner 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

check

other

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Wagner’s Registration & Firm History

TX

03/06/2024 - Present

J.p. Morgan Securities LLC (HOUSTON TX)

TX

08/24/2019 - 03/05/2024

CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)

Not sure if William John Wagner is right for you?

Licenses & Designations

BC

Issued 08/28/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/17/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William John Wagner.
Not sure if William John Wagner is right for you?