Best Investors Account Sign in

Elizabeth Wilkinson Smith

J.P. Morgan Securities LLC

Dallas, TX

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-07-30
  • TX RA
    APPROVED
    Since 2021-07-30

Branch Locations

1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • 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
Jpmorgan Securities Llc Dallas TX 03/2021 Present
Jpmorgan Chase Bank, N.A. Dallas TX 07/2018 01/2021
Jpmorgan Chase Bank Na Dallas TX 02/2021 Present
Wells Fargo Dallas TX 06/2017 08/2017
University Of Texas At Austin Austin TX 08/2014 05/2018
Unemployed Fort Worth TX 06/2018 06/2018
Colonial Country Club Fort Worth TX 05/2015 05/2017
  • 03/2021 → Present
    Jpmorgan Securities Llc
    Dallas, TX
  • 07/2018 → 01/2021
    Jpmorgan Chase Bank, N.A.
    Dallas, TX
  • 02/2021 → Present
    Jpmorgan Chase Bank Na
    Dallas, TX
  • 06/2017 → 08/2017
    Wells Fargo
    Dallas, TX
  • 08/2014 → 05/2018
    University Of Texas At Austin
    Austin, TX
  • 06/2018 → 06/2018
    Unemployed
    Fort Worth, TX
  • 05/2015 → 05/2017
    Colonial Country Club
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-30
  • S66 Uniform Combined State Law Examination
    2021-07-30
Other Names
  • Elizabeth Lynn Wilkinson

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor