Tate Wilder Yonker
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 LLCMay 2026 to now
- JPMorgan Chase Bank, N.A.May 2026 to now
- UnemployedFeb 2026 to Apr 2026
- Equitable Financial Life InsuranceOct 2025 to Jan 2026
- The TimbersMay 2025 to Sep 2025
- Design MechanicalMay 2024 to Aug 2024
- Comer and Cross Concrete Coatings LLCDec 2023 to Jan 2024
- Raymond JamesJul 2023 to Aug 2023
- BarrioJun 2022 to Aug 2022
- Grand Traverse ResortJun 2022 to Aug 2022
- Michigan State UniversitySep 2021 to May 2025
- UnemployedMay 2016 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7777725
- Firm CRD
- 79