Brad Wilk, financial advisor Lyndhurst OH
88 score

Brad Wilk

CRD Number: 5372431
Current Firm: J.p. Morgan Securities LLC

Brad Wilk (CRD# 5372431) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lyndhurst, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
J.p Morgan Securities LLC Mayfield, OH Mar 2015 - Current 1
Jpmorgan Securities LLC Mayfield, OH Jul 2014 - Mar 2015 < 1
Jpmorgan Chase Na Mayfield, OH Jul 2007 - Jun 2014 6
J.p. Morgan Securities LLC Akron, OH Oct 2012 - Dec 2013 1
Chase Investment Services Corp Mantua, OH Jul 2007 - Oct 2012 5
Novastar Mortgage Independence, OH Jan 2007 - May 2007 < 1
Defense Finance And Accounting Service Cleveland, OH Jul 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Brad M. Wilk
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • OH
  • 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
88
Clean Record
This advisor has a clean track record with regulators.

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