William Beardmore
Investment adviser representative at J.P. Morgan Securities LLC
12 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
12 years in the industry.
- J.P. Morgan Securities LLCApr 2025 to now
- JPMorgan Chase Bank, N.A.Apr 2025 to now
- Northwestern Mutual Investment Services LLCAug 2024 to Apr 2025
- Brady LindemannAug 2024 to Mar 2025
- Northwestern Mutual Life Insurance CompanyAug 2024 to Mar 2025
- Cetera Advisor Networks LLCSep 2023 to Dec 2023
- Cwm, LLCSep 2023 to Dec 2023
- Mag Wealth ManagementSep 2023 to Dec 2023
- Wealthcare FinancialAug 2023 to Aug 2024
- Pruco Securities, LLCDec 2022 to Aug 2023
- Prudential FinancialDec 2022 to Aug 2023
- Lafayette Catholic School SystemSep 2022 to Aug 2024
- Ntb Financial CorporationMar 2022 to Aug 2023
- Northwestern Mutual Investment Services LLCJul 2021 to Mar 2022
- Northwestern Mutual Life Insurance CompanyMay 2021 to Mar 2022
- St John the Baptist ChurchAug 2020 to May 2021
- Fisher Funeral ChapelAug 2019 to Aug 2020
- UnemployedMay 2019 to Jul 2019
- Shirley Stout CrematoryMay 2018 to Apr 2019
- Diocese of Lafayette-in-indianaAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7415219
- Firm CRD
- 79