Jerome B Wilson

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → Present
  Jp Morgan Chase Bank, N.A.
  Fontana, CA

Previous Registrations

• 2009-05-02 → 2012-10-01
  Chase Investment Services Corp.
  San Bernardino, CA
  Highland, CA
  Fontana, CA
  Fontana, CA
  Fontana, CA
  Adelanto, CA
  Fontana, CA
  Fontana, CA
  Highland, CA
  Highland, CA
• 2009-05-01 → 2009-05-02
  Wamu Investments, Inc.
  Fontana, CA
  Highland, CA
  San Bernardino, CA
  San Bernardino, CA
  Highland, CA
  Fontana, CA
  Fontana, CA
  Riverside, CA
  San Bernardino, CA
  Banning, CA
  Calimesa, CA
  Yucaipa, CA
  San Bernardino, CA
  San Bernardino, CA
  Rialto, CA
  Pomona, CA
  Chino Hills, CA
  Claremont, CA
  Chino, CA
  Fontana, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-04-29
• S63 Uniform Securities Agent State Law Examination
  1999-12-18

Other Names

• Jerome Benjamin Wilson