William Dentremont
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- J.P. Morgan Securities LLCSep 2022 to now
- JPMorgan Chase Bank, N.A.Sep 2022 to now
- Morgan Stanley Smith Barney LLCAug 2021 to Sep 2022
- UnemployedJul 2021 to Jul 2021
- UBS Financial Services Inc.Sep 2020 to Jun 2021
- 3south Ventures LLCJun 2020 to Aug 2020
- UBS Financial Services IncDec 2019 to Feb 2020
- Paragon BoardwalkJul 2019 to Sep 2020
- Instinctive Ventures LLCJul 2019 to Sep 2019
- Fairfield UniversityAug 2017 to May 2021
- UnemployedSep 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7201956
- Firm CRD
- 79