William Twum, financial advisor Orange Park FL
90 score

William Twum

CRD Number: 5335668
Current Firm: J.p. Morgan Securities LLC

William Twum (CRD# 5335668) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Orange Park, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC St. Johns, FL Jun 2014 - Current 2
Jpmorgan Chase Bank St. Johns, FL May 2014 - Current 2
Wells Fargo Advisors, LLC Jacksonville, FL Mar 2013 - May 2014 1
Wells Fargo Bank Na Jacksonville, FL Mar 2013 - May 2014 1
Bank Of America, N.a. Jacksonville, FL Feb 2012 - Mar 2013 1
Merrill Lynch, Pierce, Fenner And Smith Incorporated Jacksonville, FL Nov 2011 - Feb 2013 1
Interlinebrands Jacksonville, FL Jul 2011 - Nov 2011 < 1
Liberty Mutual Insurance Company Lake Mary, FL Feb 2010 - Jul 2011 1
Metlife Securities Inc. Jacksonville, FL Aug 2009 - Dec 2009 < 1
Bellsouth Telecommunications / At&t Jacksonville, FL Aug 2005 - Dec 2009 4
Edward Jones Jacksonville, FL May 2007 - Jun 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for William S. Twum
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • FL
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
90
Clean Record
This advisor has a clean track record with regulators.

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