William Merrigan, financial advisor Boca Raton FL
90 score

William Merrigan

CRD Number: 6070109
Current Firm: J.p. Morgan Securities LLC

William Merrigan (CRD# 6070109) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Boca Raton, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Boca Raton, FL May 2016 - Current < 1
St. John The Babtist Catholic Church Men's Club Ft. Lauderdale, FL Sep 2014 - May 2016 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale, FL Jul 2013 - May 2016 2
Bank Of America, N.a. Fort Lauderdale, FL Jul 2013 - May 2016 2
Brian Piccolo Chapter Of National College Football Hall Of Fame Coral Springs, FL Jan 2005 - May 2016 11
Morgan Stanley Smith Barney Boca Raton, FL May 2012 - Apr 2013 < 1
Medicomp Inc. Melbourne, FL Mar 2011 - Apr 2012 1
Unemployed Fort Lauderdale, FL Apr 2010 - Mar 2011 < 1
Sorin Ela Ft. Lauderdale, FL Apr 2008 - Apr 2010 2
Unemployed Fort Lauderdale, FL Feb 2008 - Apr 2008 < 1
Impulse Dynamics Na Ft. Lauderdale, FL Sep 2006 - Jan 2008 1
None Unemployed Fort Lauderdale, FL Jul 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for William M. Merrigan
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • FL
  • 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
90
Clean Record
This advisor has a clean track record with regulators.

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