Lynette Wilson, financial advisor Alliance OH
78 score

Lynette Wilson

CRD Number: 5518352
Current Firm: J.p. Morgan Securities LLC

Lynette Wilson (CRD# 5518352) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Alliance, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Canton, OH Oct 2012 - Current 4
Jpmorgan Chase Bank Na Minerva, OH Apr 2008 - Current 8
Chase Investment Services Corp Minerva, OH Apr 2008 - Oct 2012 4
Premier Designs Jewelry Minerva, OH May 2007 - May 2008 1
United American Insurance Canton, OH Dec 2005 - Apr 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Lynette I. Wilson
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
78

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