Caleb Wilson, financial advisor Crawfordsville IN

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 15 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Crawfordsville, IN Feb 2016 - Current 8
Td Ameritrade Indianapolis, IN Dec 2014 - Jan 2016 1
Charles Schwab & Company, Inc. Indianapolis, IN Aug 2008 - Dec 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Caleb Wilson
Phone Number: 800-999-2000
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, WY

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