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Jason Willyard

J.P. Morgan Securities LLC

Chicago, IL

Chicago, IL

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-01-29
IL RA APPROVED 2024-03-19
TX RA APPROVED 2024-03-19
  • NJ RA
    APPROVED
    Since 2025-01-29
  • IL RA
    APPROVED
    Since 2024-03-19
  • TX RA
    APPROVED
    Since 2024-03-19

Branch Locations

10 South Dearborn, Chicago, IL 60603 • United States

238 N State St, Chicago, IL 60601 • 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
Fidelity Investments Chicago IL 02/2013 09/2016
Sigfig Wealth Managament Llc Phoenix AZ 05/2017 09/2018
Unemployed Scottsdale AZ 10/2016 04/2017
Citizens Securities, Inc. Phoenix AZ 09/2018 04/2019
Advisors Asset Management, Inc Monument CO 10/2019 03/2024
Unemployed Scottsdale AZ 05/2019 09/2019
J.P. Morgan Securities Llc Chicago IL 03/2024 Present
Jpmorgan Chase Bank, N.A. Chicago IL 03/2024 Present
  • 02/2013 → 09/2016
    Fidelity Investments
    Chicago, IL
  • 05/2017 → 09/2018
    Sigfig Wealth Managament Llc
    Phoenix, AZ
  • 10/2016 → 04/2017
    Unemployed
    Scottsdale, AZ
  • 09/2018 → 04/2019
    Citizens Securities, Inc.
    Phoenix, AZ
  • 10/2019 → 03/2024
    Advisors Asset Management, Inc
    Monument, CO
  • 05/2019 → 09/2019
    Unemployed
    Scottsdale, AZ
  • 03/2024 → Present
    J.P. Morgan Securities Llc
    Chicago, IL
  • 03/2024 → Present
    Jpmorgan Chase Bank, N.A.
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-10-14
S65 Uniform Investment Adviser Law Examination 2015-01-09
  • S63 Uniform Securities Agent State Law Examination
    2024-10-14
  • S65 Uniform Investment Adviser Law Examination
    2015-01-09
Other Names
  • Jason Daniel Willyard

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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