Wendeline Dill
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- J.P. Morgan Securities LLCMar 2022 to now
- JPMorgan Chase Bank, N.A.Mar 2022 to now
- GlenmadeFeb 2021 to Mar 2022
- Pfs Investments Inc.Apr 2020 to Jul 2022
- UnemployedNov 2019 to Mar 2020
- Pfs Investments IncApr 2018 to Nov 2018
- Ernst & YoungMay 2017 to Oct 2019
- Grant Thornton, LLPFeb 2017 to Mar 2017
- Pennsylvania State UniversityJan 2017 to Apr 2017
- Self EmployedNov 2016 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NY).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5162758
- Firm CRD
- 79