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Jason Russell Williams

J.P. Morgan Securities LLC

Norwood, 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 2023-03-07
TX RA APPROVED 2023-03-03
  • OH RA
    APPROVED
    Since 2023-03-07
  • TX RA
    APPROVED
    Since 2023-03-03

Branch Locations

3721 Montgomery Rd, Norwood, OH 45212 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 09/2019 06/2022
Unemployed Cincinnati OH 04/2019 08/2019
Keybank Cincinnati OH 09/2018 03/2019
Unemployed Cincinnati OH 09/2016 08/2018
Bank Of America, N.A. Cincinnati OH 09/2019 06/2022
J.P. Morgan Securities Llc Cincinnati OH 02/2023 Present
Jpmorgan Chase Bank, N.A. Cincinnati OH 02/2023 Present
Unemployed Cincinnati OH 07/2022 01/2023
  • 09/2019 → 06/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Cincinnati, OH
  • 04/2019 → 08/2019
    Unemployed
    Cincinnati, OH
  • 09/2018 → 03/2019
    Keybank
    Cincinnati, OH
  • 09/2016 → 08/2018
    Unemployed
    Cincinnati, OH
  • 09/2019 → 06/2022
    Bank Of America, N.A.
    Cincinnati, OH
  • 02/2023 → Present
    J.P. Morgan Securities Llc
    Cincinnati, OH
  • 02/2023 → Present
    Jpmorgan Chase Bank, N.A.
    Cincinnati, OH
  • 07/2022 → 01/2023
    Unemployed
    Cincinnati, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-03
  • S66 Uniform Combined State Law Examination
    2020-01-03
Other Names
  • Jason Williams

View on SEC IAPD

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · NORWOOD, OH
JOHNSON INVESTMENT COUNSEL, INC. · CINCINNATI, OH
REDTREE INVESTMENT GROUP · CINCINNATI, OH
LPL FINANCIAL LLC · NORWOOD, OH
EICHNER INVESTMENT PLANNING, LLC · CINCINNATI, OH
CREW CAPITAL MANAGEMENT, LTD. · CINCINNATI, OH
ENTRYPOINT WEALTH MANAGEMENT · CINCINNATI, OH
LPL ENTERPRISE, LLC · CINCINNATI, OH

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