Creston Willis Pickell

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

• 07/2018 → Present
  Jpmorgan Chase Bank, Na.
  Baton Rouge, LA
• 07/2018 → Present
  J.P. Morgan Securities Llc
  Baton Rouge, LA
• 07/2017 → 07/2018
  Goldman Sachs
  New York, NY
• 08/2013 → 05/2017
  Louisiana State University
  Baton Rouge, LA

Other Businesses

Entity Name: Arts Council of Greater Baton Rouge Investment related: Yes "Address: 233 Saint Ferdinand St. Baton Rouge, LA 70802 https://www.artsbr.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 05/22/2025 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Established in 1973 through efforts led by the Junior League of Baton Rouge, the Arts Council of Greater Baton Rouge (ACGBR) endeavors to promote cultural growth, economic development, and educational enhancement through the arts in and around the 10-parish region it serves. I would be the treasurer.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-15
• S63 Uniform Securities Agent State Law Examination
  2018-11-02

Other Names

• Creston Willis
• Creston Meredith Willis