William Talmadge Link

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

• 07/2026 → Present
  J.P. Morgan Securities Llc
  Cary, NC
• 07/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Cary, NC
• 03/2026 → 07/2026
  Unemployed
  Raleigh, NC
• 10/2025 → 03/2026
  Captrust
  Raleigh, NC
• 10/2025 → 12/2025
  Ruddsak Llc/Liggett Ventures Llc
  Raleigh, NC
• 09/2023 → 10/2025
  Bank Of America/Merrill Lynch
  Raleigh, NC
• 06/2021 → 09/2023
  Equitable
  Raleigh, NC
• 09/2018 → 09/2021
  Nc Farm Bureau Ins Co
  Raleigh, NC
• 07/2016 → 08/2018
  Unemployed
  Chapel Hill, NC

Previous Registrations

• 2025-10-30 → 2026-03-05
  Captrust
  Raleigh, NC
• 2023-10-12 → 2025-10-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
  Chapel Hill, NC
• 2021-09-10 → 2023-09-18
  Equitable Advisors, Llc
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2021-08-28

Other Names

• William T Link
• Will Link
• William Talmadge Link
• William Link
• William Talmadge Link
• William T Link
• William Link
• William Talmadge Link