Jeremy Witkowski, financial advisor Westland MI
93 score

Jeremy Witkowski

CRD Number: 4522186
Current Firm: J.p. Morgan Securities LLC

Jeremy Witkowski (CRD# 4522186) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westland, MI and has over 14 years of experience in the finance industry.

Similar Advisors
Greg Brown, financial advisor Westland MI
Greg Brown
CRD# 6002011
Pathway Financial Planning
Score
105
Similar Advisors
Andrea Darden, financial advisor Westland MI
Andrea B. Darden
CRD# 4395802
Chisholm & Darden Investment Advisors, Inc.
Score
103
Similar Advisors
James Carnaghi, financial advisor Westland MI
James R. Carnaghi
CRD# 6431871
Spc
Score
99
Company Name Location Dates Years
J.p. Morgan Securities LLC Dearborn Height, MI Oct 2012 - Current 4
Chase Investment Services Corp Dearborn Heights, MI Dec 2009 - Oct 2012 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dearborn, MI Oct 2009 - Nov 2009 < 1
Banc Of America Insurance Services, Inc. Dearborn, MI Oct 2008 - Oct 2009 1
Banc Of America Investment Services, Inc. Dearborn, MI Oct 2008 - Oct 2009 1
Abn Amro Financial Services, Inc. Chicago, IL Feb 2003 - Oct 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Mar 2003
Contact Info for Jeremy J. Witkowski
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • MI
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

Ready to hire a financial advisor? Get competitive proposals from Jeremy Witkowski and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.