Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilson? Claim Your ProfileWilson Braun is a financial professional with over 25 years of experience in the industry. Wilson is currently registered as an Investment Advisor Representative with J.P. Morgan Securities LLC in Philadelphia, Pennsylvania. Wilson has held previous positions with J.P. Morgan Securities Inc. in both New York and Philadelphia. Wilson is licensed to conduct business in all 50 states and has a wide range of experience in providing financial advice to individuals, corporations, and institutions. Wilson's specializations include portfolio management, financial planning, pension consulting, and selection of other advisors. Wilson also serves as the Vice President and Investment Committee Member of the Laffey-McHugh Foundation.
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
PA
04/08/2024 - Present
J.p. Morgan Securities LLC (Philadelphia PA)
PA
05/01/2001 - 10/01/2008
J.P. MORGAN SECURITIES INC. (PHILADELPHIA PA)
NY
09/15/1998 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 03/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/30/2006
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 03/21/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/15/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1998
Series 7 - General Securities 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
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