William Marshall

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

• 12/2015 → 11/2017
  Elements Of Fitness, Llc.
  Sandy, UT
• 07/2016 → 06/2018
  Jp Morgan Securities, Llc
  Sandy, UT
• 06/2018 → Present
  Jpmorgan Chase Bank, Na
  Orem, UT
• 06/2018 → Present
  Jp Morgan Securities Llc
  Orem, UT

Other Businesses

Entity Name: Rotary Boys LLC Investment related: No "Address: Tampa, FL 33626" Nature of the other business: E-commerce Position/Title/Relationship: Employee/Contractor Start Date: 05/13/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: E-Commerce - Amazon Store, my responsibility would be to pay 2-3 bills a month which would be done outside of business hours. Connection to JPMC - My business partner is my childhood best friend who has a personal bank account with Chase Bank." Entity Name: Apeiron LLC Investment related: No "Address: Highland, UT 84003" Nature of the other business: E-commerce Position/Title/Relationship: Owner/Partner Start Date: 03/17/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: E-commerce Amazon store

Exams

• S66 Uniform Combined State Law Examination
  2016-06-30
• S63 Uniform Securities Agent State Law Examination
  2013-08-21

Other Names

• Will Marshall