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Cameron L. Wheeler

J.P. Morgan Securities LLC

Frankfort, IL

CRD 5882787

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-08-30
TX RA APPROVED_RES 2018-08-30
  • IL RA
    APPROVED
    Since 2018-08-30
  • TX RA
    APPROVED_RES
    Since 2018-08-30

Branch Locations

20801 South Lagrange Road, Frankfort, IL 60423 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Frankfort IL 08/2018 Present
Jpmorgan Chase Bank, Na. Frankfort IL 08/2018 Present
Charles Schwab & Co., Inc. Chicago IL 08/2015 06/2018
Charles Schwab Bank Chicago IL 08/2015 06/2018
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-12
S63 Uniform Securities Agent State Law Examination 2012-02-11
  • S66 Uniform Combined State Law Examination
    2013-03-12
  • S63 Uniform Securities Agent State Law Examination
    2012-02-11
Other Names
  • Cameron Lawrence Wheeler

View on SEC IAPD

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