Rheeta Wilson-Fitzpatrick (CRD# 3037846) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Phoenix, AZ and has over 25 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank Na | Naples, FL | Jan 2022 - Current | 2 |
| Jpmorgan Securites LLC | Naples, FL | Jan 2019 - Current | 5 |
| Jpmorgan Securities LLC | Oviedo, FL | Aug 2016 - Jan 2019 | 2 |
| Mml Investors Services, LLC | Orlando, FL | Jul 2016 - Aug 2016 | < 1 |
| Massachusetts Mutual Life Insurance Co | Orlando, FL | Jun 2016 - Aug 2016 | < 1 |
| Grace Capital Management, LLC | Ft. Myers, FL | Feb 2016 - Jun 2016 | < 1 |
| Guardian Life Ins | Worthington, OH | Jul 2014 - Jan 2016 | 1 |
| Park Avenue Securities | Worthington, OH | Jul 2014 - Jan 2016 | 1 |
| Bank Of America, N.a. | Columbus, OH | Dec 2012 - Jun 2014 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus, OH | Nov 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2004 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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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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