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William Lewis

J.P. Morgan Securities LLC

Wapakoneta, OH

Lima, OH

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-05-26
  • OH RA
    APPROVED
    Since 2022-05-26

Branch Locations

801 Defiance Street, Wapakoneta, OH 45895 • United States

2665 Ft. Amanda Road, Lima, OH 45804 • 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
Pruco Securities, Llc St. Mary's OH 11/2020 04/2022
Fifth Third Bank Troy OH 10/2018 11/2020
Mcdonalds Saint Marys OH 07/2016 10/2018
The Prudential Insurance Company Of America St. Marys OH 01/2021 04/2022
Jpmorgan Chase Bank, N.A. Lima OH 05/2022 Present
J.P. Morgan Securities Llc Lima OH 05/2022 Present
Jdcab Berne Llc St Marys OH 11/2017 10/2021
  • 11/2020 → 04/2022
    Pruco Securities, Llc
    St. Mary's, OH
  • 10/2018 → 11/2020
    Fifth Third Bank
    Troy, OH
  • 07/2016 → 10/2018
    Mcdonalds
    Saint Marys, OH
  • 01/2021 → 04/2022
    The Prudential Insurance Company Of America
    St. Marys, OH
  • 05/2022 → Present
    Jpmorgan Chase Bank, N.A.
    Lima, OH
  • 05/2022 → Present
    J.P. Morgan Securities Llc
    Lima, OH
  • 11/2017 → 10/2021
    Jdcab Berne Llc
    St Marys, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-25
S63 Uniform Securities Agent State Law Examination 2021-05-14
  • S66 Uniform Combined State Law Examination
    2026-02-25
  • S63 Uniform Securities Agent State Law Examination
    2021-05-14
Other Names
  • Billy Lewis
  • William Fredrick Lewis
  • William F Lewis

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · WAPAKONETA, OH
J.P. MORGAN SECURITIES LLC · WAPAKONETA, OH
EDWARD JONES · WAPAKONETA, OH
EDWARD JONES · WAPAKONETA, OH
EDWARD JONES · WAPAKONETA, OH
LPL FINANCIAL LLC · WAPAKONETA, OH
U.S. BANCORP ADVISORS, LLC · Botkins, OH
HARDY & HARDY CO LLC · LIMA, OH

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