William Bartlett
Investment adviser representative at J.P. Morgan Securities LLC
9 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
9 years in the industry.
- J.P. Morgan Securities LLCMay 2024 to now
- JPMorgan Chase Bank (wi)May 2024 to now
- UnemployedMar 2024 to Apr 2024
- Cetera Investment Advisers LLCSep 2023 to Feb 2024
- Renaissance FinancialSep 2023 to Feb 2024
- Cetera Advisor Network LLCAug 2023 to Feb 2024
- UnemployedMay 2023 to Aug 2023
- Renaissance FinancialJun 2022 to Aug 2022
- Medicare Medicaid AdvisorsJun 2021 to Aug 2021
- University of KansasAug 2020 to May 2023
- UnemployedMay 2020 to Aug 2020
- Johnson County Community CollegeAug 2019 to May 2020
- Wright Idea Enterprises Inc.Jun 2019 to Feb 2020
- ChipotleMay 2019 to Jun 2019
- Blue Valley SouthwestAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7562936
- Firm CRD
- 79