Amy Elizabeth Wilcox
Investment adviser representative at J.P. Morgan Securities LLC
16 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Amy Elizabeth Wilcox? Claim your profile
Contact this firm
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
16 years in the industry.
- J.P. Morgan Securities LLCJul 2019 to now
- JPMorgan Chase Bank, N.A.Jul 2019 to now
- Suffolk Federal Credit UnionOct 2018 to Jul 2019
- UnemployedNov 2017 to Sep 2018
- HSBC Securities (USA) Inc.Apr 2010 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 5448349
- Firm CRD
- 79