Best Investors Account Sign in
Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-02-18
TX RA APPROVED 2026-02-18
  • OH RA
    APPROVED
    Since 2026-02-18
  • TX RA
    APPROVED
    Since 2026-02-18

Branch Locations

370 S. Cleveland Ave. Floor 02, 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
J.P. Morgan Securities Llc Westerville OH 08/2024 Present
Carptenter And Associates Athens OH 05/2023 08/2023
Unemployed Dayton OH 08/2014 05/2019
Courtside Pizza Athens OH 09/2023 06/2024
Lower.cOm Columbus OH 05/2022 09/2022
Voss Village Bmw Dayton OH 06/2019 08/2021
Ohio University Athens OH 09/2021 07/2024
Jpmorgan Chase Bank, N.A. Westerville OH 08/2024 Present
  • 08/2024 → Present
    Westerville, OH
  • 05/2023 → 08/2023
    Carptenter And Associates
    Athens, OH
  • 08/2014 → 05/2019
    Unemployed
    Dayton, OH
  • 09/2023 → 06/2024
    Courtside Pizza
    Athens, OH
  • 05/2022 → 09/2022
    Lower.cOm
    Columbus, OH
  • 06/2019 → 08/2021
    Voss Village Bmw
    Dayton, OH
  • 09/2021 → 07/2024
    Ohio University
    Athens, OH
  • 08/2024 → Present
    Jpmorgan Chase Bank, N.A.
    Westerville, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-12
S63 Uniform Securities Agent State Law Examination 2024-12-23
  • S66 Uniform Combined State Law Examination
    2025-09-12
  • S63 Uniform Securities Agent State Law Examination
    2024-12-23
Other Names
  • William Grant Weltge
  • William G Weltge

View on SEC IAPD

More in Westerville, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor