Caleb Wilson, financial advisor Crawfordsville IN
93 score

Caleb Wilson

CRD Number: 5585695
Current Firm: J.p. Morgan Securities LLC

Caleb Wilson (CRD# 5585695) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Crawfordsville, IN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Crawfordsville, IN Feb 2016 - Current < 1
Td Ameritrade Indianapolis, IN Dec 2014 - Jan 2016 1
Charles Schwab & Company, Inc. Indianapolis, IN Aug 2008 - Dec 2014 6
Roachdale Building Supplies Roachdale, IN Jul 2008 - Aug 2008 < 1
Extended Travel Crawfordsville, IN Apr 2008 - Jul 2008 < 1
Bath Place Hotel Oxford, Aug 2007 - Apr 2008 < 1
Monarch Beverage, Inc. Indianapolis, IN Aug 2005 - Aug 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
S63 Uniform Securities State Law Examination Nov 2008
Contact Info for Caleb M. Wilson
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • IN
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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