Colter Wilcock (CRD# 6957228) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Murray, UT and has over 5 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank | Salt Lake City, UT | Jan 2022 - Current | 2 |
| Jpmorgan Chase Bank, N.a. | Murray, UT | Jun 2017 - Current | 6 |
| J.p. Morgan Securities LLC | Murray, UT | May 2018 - Dec 2021 | 3 |
| Wells Fargo Bank, N.a. | Salt Lake City, UT | Sep 2016 - Jun 2017 | < 1 |
| Wells Fargo Bank, N.a. | Helena, MT | Oct 2015 - Sep 2016 | < 1 |
| Unemployed | Helena, MT | Sep 2015 - Oct 2015 | < 1 |
| Alder Protection | Orem, UT | Apr 2015 - Sep 2015 | < 1 |
| Lithia Motors | Helena, MT | Feb 2015 - Apr 2015 | < 1 |
| The Church Of Jesus Christ Of Latter-day Saints | Helena, MT | Feb 2013 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- UT
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
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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