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Patrick Wilson

J.P. Morgan Securities LLC

Delafield, WI

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-23
WI RA APPROVED 2024-01-23
  • TX RA
    APPROVED
    Since 2024-01-23
  • WI RA
    APPROVED
    Since 2024-01-23

Branch Locations

524 Genesee Street, Delafield, WI 53018 • 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
Fairway Mortgage Lake Zurich IL 09/2015 11/2016
Unemployed Vernon Hills IL 12/2016 03/2017
Snap On Crystal Lake IL 04/2017 08/2018
Associated Bank Brookfield WI 08/2018 04/2019
St. Robert School Shorewood WI 08/2021 08/2022
J.P. Morgan Securities Llc Delafield WI 12/2023 Present
Jpmorgan Chase Bank, N.A. Delafield WI 12/2023 Present
Empower Financial Services, Inc. Greenwood Village WI 07/2022 11/2023
Idsc Holdings Llc Milwaukee WI 01/2018 08/2018
Empower Financial Services, Inc. Milwaukee WI 04/2019 08/2021
  • 09/2015 → 11/2016
    Fairway Mortgage
    Lake Zurich, IL
  • 12/2016 → 03/2017
    Unemployed
    Vernon Hills, IL
  • 04/2017 → 08/2018
    Snap On
    Crystal Lake, IL
  • 08/2018 → 04/2019
    Associated Bank
    Brookfield, WI
  • 08/2021 → 08/2022
    St. Robert School
    Shorewood, WI
  • 12/2023 → Present
    J.P. Morgan Securities Llc
    Delafield, WI
  • 12/2023 → Present
    Jpmorgan Chase Bank, N.A.
    Delafield, WI
  • 07/2022 → 11/2023
    Empower Financial Services, Inc.
    Greenwood Village, WI
  • 01/2018 → 08/2018
    Idsc Holdings Llc
    Milwaukee, WI
  • 04/2019 → 08/2021
    Empower Financial Services, Inc.
    Milwaukee, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-19
S63 Uniform Securities Agent State Law Examination 2019-05-20
  • S66 Uniform Combined State Law Examination
    2024-01-19
  • S63 Uniform Securities Agent State Law Examination
    2019-05-20
Other Names
  • Patrick Wilson
  • Patrick J Wilson
  • Patrick John Wilson

View on SEC IAPD

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Other Offices

WEALTHSPIRE ADVISORS · Delafield, WI
WEALTHSPIRE ADVISORS · Delafield, WI
EDWARD JONES · DELAFIELD, WI
RBC CAPITAL MARKETS, LLC · Delafield, WI
PRESCIENT CAPITAL MANAGEMENT, LLC · DELAFIELD, WI
BEHL WEALTH MANAGEMENT · DELAFIELD, WI
HARBOUR INVESTMENTS, INC. · DELAFIELD, WI
PAVLIC INVESTMENT ADVISORS, INC. · DELAFIELD, WI

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