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Wesley Lane Ward

J.P. Morgan Securities LLC

Jacksonville , FL

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-17
TX RA APPROVED 2026-08-13
  • FL RA
    APPROVED
    Since 2026-08-17
  • TX RA
    APPROVED
    Since 2026-08-13

Branch Locations

7255 Baymeadows Way, Floor 3, Jacksonville , FL 32256 • 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
J.P. Morgan Securities Llc Jacksonville FL 08/2026 Present
Jpmorgan Chase Bank, N.A. Jacksonville FL 08/2026 Present
Florida Financial Advisors Jacksonville FL 04/2026 07/2026
Unemployed Jacksonville FL 04/2025 03/2026
Fidelity Investments Jacksonville FL 02/2019 03/2025
Unemployed Jacksonville FL 11/2018 01/2019
Citigroup Jacksonville FL 01/2016 10/2018
  • 08/2026 → Present
    J.P. Morgan Securities Llc
    Jacksonville, FL
  • 08/2026 → Present
    Jpmorgan Chase Bank, N.A.
    Jacksonville, FL
  • 04/2026 → 07/2026
    Florida Financial Advisors
    Jacksonville, FL
  • 04/2025 → 03/2026
    Unemployed
    Jacksonville, FL
  • 02/2019 → 03/2025
    Fidelity Investments
    Jacksonville, FL
  • 11/2018 → 01/2019
    Unemployed
    Jacksonville, FL
  • 01/2016 → 10/2018
    Citigroup
    Jacksonville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-29
S63 Uniform Securities Agent State Law Examination 2019-05-13
  • S65 Uniform Investment Adviser Law Examination
    2026-05-29
  • S63 Uniform Securities Agent State Law Examination
    2019-05-13
Other Names
  • Wesley Lane Ward
  • Wesley Ward
  • Wesley Lane Ward

View on SEC IAPD

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LPL ENTERPRISE, LLC · JACKSONVILLE, FL
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SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
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