Tanya Wilson, financial advisor Jenks OK

Tanya Wilson

CRD Number: 6619477
Current Firm: J.p. Morgan Securities LLC

Tanya Wilson (CRD# 6619477) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Jenks, OK and has over 4 years of experience in the finance industry.

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Financial Security Investment Management Corporaton
Company Name Location Dates Years
J.p. Morgan Chase Bank, N.a. Jenks, OK Dec 2020 - Current 1
J.p. Morgan Securitites, LLC Jenks, OK Dec 2020 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa, OK Apr 2018 - Dec 2020 2
Bank Of America, N.a. Tulsa, OK Apr 2018 - Dec 2020 2
Unemployed Owasso, OK Jan 2018 - Mar 2018 < 1
First Bank Of Owasso Owasso, OK Jan 2016 - Dec 2017 1
Bank Of Oklahoma Tulsa, OK Jul 2015 - Jan 2016 < 1
Unemployed Owasso, OK Dec 2014 - Jun 2015 < 1
Blessed Baby, Inc. Fort Smith, AR Feb 2001 - Nov 2014 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2017
S66 NASAA Uniform Combined State Law Examination Jul 2018
Contact Info for Tanya R. Wilson
Phone Number: 800-999-2000
Firm Website: https://www.chase.com
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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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