Isabel Wilkowski
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.
- J.P. Morgan Securities LLCDec 2025 to now
- JPMorgan Chase Bank, N.A.Dec 2025 to now
- Performance Optimal HealthJun 2025 to Dec 2025
- Athos PartnersJan 2025 to May 2025
- Coalition GreenwichAug 2024 to Dec 2024
- UnemployedJun 2024 to Jul 2024
- XmentiumJun 2023 to Aug 2023
- Swing VenturesJun 2022 to Aug 2022
- Barteca Restaurants LLCJun 2021 to Aug 2021
- Recharge CapitalOct 2020 to Aug 2021
- Performance Optimal HealthSep 2020 to Dec 2020
- Innis Arden Golf Club IncJun 2020 to Oct 2020
- Brown UniversitySep 2019 to May 2024
- Aristeia CapitalMay 2019 to Jun 2019
- Garden CateringApr 2019 to Aug 2019
- UnemployedAug 2015 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 8209267
- Firm CRD
- 79