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William Stone Morrison

J.P. Morgan Securities LLC

Westerville, 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 2024-08-14
TX RA APPROVED 2024-08-14
  • OH RA
    APPROVED
    Since 2024-08-14
  • TX RA
    APPROVED
    Since 2024-08-14

Branch Locations

370 S Cleveland Ave, Westerville, OH 43081 • 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
Jpmorgan Chase Bank, N.A. Westerville OH 07/2022 Present
J.P Morgan Securities Llc Westerville OH 07/2022 Present
Crate & Barrel Lyndhurst OH 09/2020 01/2022
Ameritrust Insurance Southfield MI 05/2021 08/2021
Unemployed University Heights OH 07/2012 08/2020
Unemployed East Lansing MI 02/2022 06/2022
  • 07/2022 → Present
    Jpmorgan Chase Bank, N.A.
    Westerville, OH
  • 07/2022 → Present
    J.P Morgan Securities Llc
    Westerville, OH
  • 09/2020 → 01/2022
    Crate & Barrel
    Lyndhurst, OH
  • 05/2021 → 08/2021
    Ameritrust Insurance
    Southfield, MI
  • 07/2012 → 08/2020
    Unemployed
    University Heights, OH
  • 02/2022 → 06/2022
    Unemployed
    East Lansing, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-03
S63 Uniform Securities Agent State Law Examination 2022-10-26
  • S66 Uniform Combined State Law Examination
    2024-08-03
  • S63 Uniform Securities Agent State Law Examination
    2022-10-26
Other Names
  • William Morrison

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Westerville, OH
ARSENEAU FINANCIAL · WESTERVILLE, OH
ELEVATION FINANCIAL PARTNERS, LLC · WESTERVILLE, OH
LPL FINANCIAL LLC · WESTERVILLE, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Westerville, OH
LPL FINANCIAL LLC · Westerville, OH
LPL FINANCIAL LLC · WESTERVILLE, OH
FIFTH THIRD SECURITIES, INC. · WESTERVILLE, OH

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