Jonathan R Wilsusen
Investment adviser representative at Needham & Company, LLC
11 yearsExperience
1 stateRegistered in
$0Firm assets
22 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.
Fixed or flat feeCommissionsOther
Experience
11 years in the industry.
- Needham & Company, LLCMay 2019 to now
- J.P. Morgan Securities LLCJun 2015 to May 2019
- JPMorgan Chase Bank, N.AJun 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
Needham & Company, LLC
$0Assets managed
20Clients
4Advisers
22 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
- 5547479
- Firm CRD
- 16360