Taylor Merritt Wallis
Investment adviser representative at J.P. Morgan Securities LLC
7 yearsExperience
2 statesRegistered 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
7 years in the industry.
- J.P. Morgan Securities LLCDec 2023 to now
- JPMorgan Chase Bank, NANov 2023 to now
- JPMorgan Securities LLCNov 2023 to now
- Morgan StanleyFeb 2023 to Nov 2023
- JPMorgan Chase Bank NAJan 2018 to Feb 2023
- JPMorgan Securities LLCJan 2018 to Feb 2023
- Bank of America/merrill LynchMay 2017 to Dec 2017
- AerotekSep 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
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
- 6710247
- Firm CRD
- 79