Malik Wilson, financial advisor Westerville OH
81 score

Malik Wilson

CRD Number: 5361619
Current Firm: J.p. Morgan Securities LLC

Malik Wilson (CRD# 5361619) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Westerville, OH Jun 2015 - Current 1
Morgan Stanley Columbus, OH Nov 2012 - Jun 2015 2
Tailored Management Columbus, OH Aug 2012 - Nov 2012 < 1
Verizon Communications Dublin, OH Jan 2011 - Aug 2012 1
Oppidian Financials Columbus, OH Apr 2010 - Jun 2011 1
National Center For Urban Solutions Columbus, OH Jan 2009 - Dec 2010 1
Us Financials LLC Columbus, OH Mar 2010 - Apr 2010 < 1
Princor Financial Services Corporation Columbus, OH Oct 2009 - Apr 2010 < 1
Bank Of America Upper Arlington, OH Jun 2007 - Dec 2008 1
Merrill Lynch Columbus, OH Jun 2007 - Dec 2008 1
Unemployed Columbus, OH Dec 2006 - Jun 2007 < 1
Boehringer Ingelheim Inc. Columbus, OH Feb 2001 - Dec 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Malik R. Wilson
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
81

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