Vincent Dhliwayo, financial advisor Wilsonville OR
93 score

Vincent Dhliwayo

CRD Number: 6091872
Current Firm: J.p. Morgan Securities LLC

Vincent Dhliwayo (CRD# 6091872) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wilsonville, OR and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Wilsonville, OR May 2017 - Current < 1
Bank Of America, N.a. Chandler, AZ Oct 2015 - May 2017 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler, AZ Apr 2013 - May 2017 4
Wells Fargo Phoenix, AZ Nov 2012 - Apr 2013 < 1
Edward Jones Tempe, AZ Jul 2012 - Nov 2012 < 1
Wells Fargo Portland, OR Jun 2011 - Jun 2012 1
Merchant Services Direct Portland, OR Feb 2011 - Jun 2011 < 1
Xerox Acs Portland, OR Jan 2011 - Mar 2011 < 1
Dickinson State University Dickinson, ND Jun 2010 - Dec 2010 < 1
Dickinson State University Dickinson, ND Jan 2008 - Dec 2010 2
Natural Resources Conservation Service Bismarck, ND Jun 2010 - Aug 2010 < 1
Farmers Insurance Bismarck, ND May 2010 - Aug 2010 < 1
Sfn, Inc. Bismark, ND Jul 2010 - Jul 2010 < 1
Baker Boy Dickinson, ND May 2008 - May 2010 2
Dickinson State University Dickinson, ND May 2008 - Dec 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Vincent Dhliwayo
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    81,562
    MILLIONS
  • Total Number of Accounts
    376,424
    ACCOUNTS
  • Average Account Value
    $216,675
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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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