William Butler
Investment adviser representative at J.P. Morgan Securities LLC
7 yearsExperience
3 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 LLCAug 2023 to now
- JPMorgan Chase Bank, N.A.Aug 2023 to now
- UnemployedJul 2023 to Jul 2023
- DoordashApr 2023 to Jun 2023
- Cetera Investment Advisers LLCAug 2022 to Jun 2023
- Cetera Investment Services LLCAug 2022 to Jun 2023
- Hancock Whitney BankFeb 2022 to Jun 2023
- Hancock Whitney Investment Services Inc.Feb 2022 to Aug 2022
- Preservation Plus LLCSep 2021 to Feb 2022
- Hancock Whitney BankDec 2020 to Sep 2021
- Hancock Whitney Investment Services Inc.Dec 2020 to Sep 2021
- Pelican Club/river Roads Food CoAug 2019 to Feb 2020
- Compass Capital ManagementJun 2019 to Dec 2020
- Minnesota Life Insurance CoJun 2019 to Dec 2020
- Securian Financial Services, Inc.Jun 2019 to Dec 2020
- Astor Crowne Plaza / Merritt Hospitality, LLCMay 2019 to Aug 2019
- Preservation Plus LLCFeb 2018 to May 2019
- Marriott International IncorporatedFeb 2018 to Nov 2018
- Pelican Club/river Roads Food CoJul 2017 to Feb 2018
- Kingfish Kitchen and CocktailsAug 2016 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (MS, TN, 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
- 7126332
- Firm CRD
- 79