Maureen 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

• 01/2014 → 02/2023
  Merrill Lynch, Pierce, Fenner & Smith, Incorporated
  Worcester, MA
• 09/2017 → 02/2023
  Bank Of America, N.A.
  Worcester, MA
• 02/2023 → Present
  J.P. Morgan Securities Llc
  Boston, MA
• 02/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Boston, MA
• 05/2025 → Present
  Cornerstone Property Group Llc
  Auburn, MA

Previous Registrations

• 2014-11-25 → 2023-02-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Worcester, MA

Other Businesses

Entity Name: Cornerstone Property Group LLC Investment related: No "Address: 436 Southbridge Ste Suite 2 #1046 Auburn, MA 01501" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/12/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental Property. I am a member of the LLC. There is no direct connection to JPMorganChase. We will not be renting to any clients or employees of JPMC. Effective 2/3/2023 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-24
• S63 Uniform Securities Agent State Law Examination
  2004-04-30

Designations

• Certified Financial Planner

Other Names

• Maureen Louise Benson
• Maureen Louise Benson
• Maureen Louise Dani
• Maureen Dani