Wilson J. Azer

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

• 03/2021 → 04/2023
  Td Ameritrade, Inc.
  Omaha, NE
• 05/2019 → 08/2020
  Flying Biscuit Catering
  Atlanta, GA
• 02/2019 → 03/2019
  Nowaks/Antica Posta Ristorante Inc
  Atlanta, GA
• 07/2018 → 10/2018
  Allora Restaurant
  Atlanta, GA
• 08/2018 → 02/2019
  Delaware North (Atlanta Braves Baseball)
  Smyrna, GA
• 06/2018 → 08/2018
  Nowaks
  Atlanta, GA
• 01/2018 → 05/2018
  Unemployed
  Lonodn
• 10/2016 → 12/2017
  Cafe Roval
  Miami, FL
• 08/2016 → 10/2016
  Batch Gastropub
  Miami, FL
• 04/2023 → 09/2023
  Charles Schwab & Co., Inc.
  Omaha, NE
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Las Vegas, NV
• 09/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Las Vegas, NV
• 09/2020 → 02/2021
  Unemployed
  Omaha, NE
• 10/2019 → 11/2019
  Cast & Crew Talent Services, Llc
  Memphis, TN
• 10/2016 → 12/2017
  News Cafe Inc
  Miami, FL
• 04/2019 → 04/2019
  Unemployed
  Stone Mountain, GA

Exams

• S66 Uniform Combined State Law Examination
  2023-11-30
• S63 Uniform Securities Agent State Law Examination
  2021-07-28

Other Names

• Joe Azer
• Wilson Azer
• Wilson J Azer
• Wilson Joseph Azer
• Wilson J. Azer