John Wetzel

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

• 08/2021 → 08/2023
  Morgan Stanley
  Purchase, NY
• 05/2021 → 08/2021
  Morgan Stanley
  Westborough, MA
• 09/2018 → 10/2021
  Boston University Fitness And Recreation
  Boston, MA
• 08/2023 → Present
  J.P. Morgan Securities Llc
  Miami, FL
• 08/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Miami, FL
• 06/2014 → 08/2020
  Wianno Yacht Club
  Osterville, MA

Other Businesses

Effective 8/28/2023 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2024-02-22
• S63 Uniform Securities Agent State Law Examination
  2021-09-07

Other Names

• John Wetzel
• John E Wetzel
• John Elisworth Wetzel