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William Edward Hennessy

Investment adviser representative at J.P. Morgan Securities LLC
11 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

11 years in the industry.

  1. J.P. Morgan Securities LLCJan 2025 to now
  2. Crowley's Highland House CafeJun 2026 to Jun 2026
  3. Angie's Restaurant and PizzeriaMar 2026 to Apr 2026
  4. Fidelity InvestmentsMay 2023 to Dec 2024
  5. Dana GardensAug 2022 to Apr 2023
  6. The WhistleMay 2021 to May 2022
  7. Door DashApr 2021 to Jun 2021
  8. Xavier University- Office of Undergraduate AdmissionsSep 2020 to May 2024
  9. Chicago White SoxApr 2019 to Jul 2022
  10. Oak Lawn DentalNov 2018 to Jul 2020
  11. Palermo's 95thMay 2018 to Nov 2018
  12. UnemployedJan 2015 to Apr 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (OH, 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
7750106
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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