Amy Wilcox (CRD# 5448349) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westhampton Beach, NY and has over 15 years of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 2637653
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a. | West Hampton Beach, NY | Jul 2019 - Current | 4 |
| J.p. Morgan Securities LLC | West Hampton Beach, NY | Jul 2019 - Current | 4 |
| Suffolk Federal Credit Union | South Hampton, NY | Oct 2018 - Jul 2019 | < 1 |
| Unemployed | East Quogue, NY | Nov 2017 - Sep 2018 | < 1 |
| Hsbc Securities (usa) Inc. | Scarsdale, NY | Apr 2010 - Oct 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2008 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2013 |
- NJ
- NY
-
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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