William L Johnson

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

• 07/2023 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 12/2024 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 05/2022 → 07/2023
  First Republic Bank
  New York, NY
• 04/2021 → 05/2022
  Alliant Services Inc
  New York, NY
• 09/2019 → 04/2021
  Cac Specialty
  New York, NY
• 09/2018 → 09/2019
  Jlt Specialty Usa
  New York, NY
• 09/2014 → 05/2018
  Trinity College
  Hartford, CT
• 06/2018 → 08/2018
  Unemployed
  Westprt, CT

Exams

• S66 Uniform Combined State Law Examination
  2025-03-10

Other Names

• William Johnson
• William Lambert Johnson