Patrick Wilson (CRD# 7090490) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Delafield, WI and has over 4 years of experience in the finance industry.
CRD# 6289332
Annex Wealth Management, LLC
CRD# 6834039
Francis LLC
CRD# 4659590
Global View Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Delafield, WI | Dec 2023 - Current | < 1 |
| Jpmorgan Chase Bank, N.a. | Delafield, WI | Dec 2023 - Current | < 1 |
| Empower Financial Services, Inc. | Greenwood Village, WI | Jul 2022 - Nov 2023 | 1 |
| St. Robert School | Shorewood, WI | Aug 2021 - Aug 2022 | 1 |
| Empower Financial Services, Inc. | Milwaukee, WI | Apr 2019 - Aug 2021 | 2 |
| Associated Bank | Brookfield, WI | Aug 2018 - Apr 2019 | < 1 |
| Idsc Holdings LLC | Milwaukee, WI | Jan 2018 - Aug 2018 | < 1 |
| Snap On | Crystal Lake, IL | Apr 2017 - Aug 2018 | 1 |
| Unemployed | Vernon Hills, IL | Dec 2016 - Mar 2017 | < 1 |
| Fairway Mortgage | Lake Zurich, IL | Sep 2015 - Nov 2016 | 1 |
| Unemployed | Milwaukee, WI | Jun 2015 - Aug 2015 | < 1 |
| Unv Of Wi - Milwaukee | Milwaukee, WI | Oct 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- TX
- WI
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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)
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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