Evan James Wilkinson

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

• 06/2020 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 06/2020 → Present
  Jpmorgan Securities Llc
  New York, NY
• 05/2019 → 08/2019
  Jpmorgan Chase Bank Na
  New York, NY
• 05/2018 → 08/2018
  Thrive Operations
  Foxboro, MA
• 06/2014 → 08/2017
  Cape Cod Express
  Wareham, MA
• 09/2014 → 11/2016
  Mansfield Youth Flag Football
  Mansfield, MA
• 06/2012 → 05/2016
  Xaverian Brothers High School
  Westwood, MA
• 08/2016 → 05/2020
  Wake Forest University
  Winston-Salem, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-29
• S63 Uniform Securities Agent State Law Examination
  2020-10-05