William Jonse Hughes

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

• 08/2022 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 08/2022 → Present
  Jpmorgan Chase Bank (Tx)
  Houston, TX
• 03/2020 → 01/2022
  United Heritage Credit Union
  Kyle, TX
• 11/2016 → 02/2020
  Tapestry Inc
  Texas City, TX
• 09/2017 → 12/2017
  Ups
  La Marque, TX
• 05/2015 → 07/2017
  Gap Inc
  Texas City, TX
• 02/2022 → 07/2022
  Unemployed
  San Marcos, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-10-12
• S66 Uniform Combined State Law Examination
  2022-09-24