Wilhelm James Christiansen

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

• 07/2022 → Present
  Jpmorgan Securities Llc
  Los Angeles, CA
• 06/2021 → 08/2021
  Jpmorgan Chase Bank, Na
  Los Angeles, CA
• 05/2020 → 08/2020
  Bleav Podcast Network
  Los Angeles, CA
• 05/2020 → 09/2020
  The Burbank Firm, L.c.
  Burbank, CA
• 06/2019 → 08/2019
  Opportunities For Learning
  Santa Clarita, CA
• 12/2020 → 12/2020
  Big Wave Dave's Christimas Trees Llc
  Camarillo, CA
• 01/2018 → 12/2018
  James Event Productions
  Anaheim, CA
• 07/2012 → 12/2017
  Unemployed
  Santa Clarita, CA
• 01/2019 → 05/2019
  Unemployed
  Cambridge, MA
• 09/2019 → 04/2020
  Unemployed
  Cambridge, MA
• 10/2020 → 11/2020
  Unemployed
  Santa Clarita, CA
• 01/2021 → 05/2021
  Unemployed
  Cambridge, MA
• 07/2022 → Present
  Jpmorgan Chase Bank, Na
  Los Angeles, CA
• 09/2021 → 06/2022
  Unemployed
  Sherman Oaks, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-12-07