Billy J. Malcolm
Investment adviser representative at J.P. Morgan Securities LLC
19 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
19 years in the industry.
- J.P. Morgan Securities LLCJul 2022 to now
- JPMorgan Chase Bank, N.A.Jul 2022 to now
- Listed Com IncJan 2021 to Feb 2021
- Bank of America, N.A.Jul 2017 to Jul 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2017 to Jul 2022
- Wsp USA Services (fema)Jun 2017 to Jun 2022
- Aflac Field ForceFeb 2017 to Jun 2017
- Exit RealtyNov 2016 to Jul 2017
- Moody Davirro & Associates Inc (contractor)Feb 2016 to Feb 2020
- Billy MalcolmJun 2014 to Jul 2017
- City of TavaresFeb 2007 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7099186
- Firm CRD
- 79