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Detailed Report
Jason Willyard
JASON DANIEL WILLYARD
CRD#: 5855800
IA
Investment Adviser
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Broker
J.P. MORGAN SECURITIES LLCCRD#: 79 10 SOUTH DEARBORN
CHICAGO, IL 60603
Registration History
2010201220142016201820202022202420262 FIRMS2018 - 2019 (<1 year)2 FIRMS2019 - 2024 (4 years)2 FIRMS2024 - Present (1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2013 - 2016 (3 years)BVANGUARD MARKETING CORPORATION (CRD# 7452)2010 - 2012 (1 year)IASIGFIG WEALTH MANAGEMENT LLC (CRD# 158823)2017 - 2018 (1 year)IASTRATEGIC ADVISERS, INC. (CRD# 104555)2015 - 2016 (1 year)
License(s)

State Registrations

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Arizona 5/10/2024
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Missouri 10/15/2024
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California 10/15/2024
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Montana 2/19/2025
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Florida 5/6/2024
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New Jersey 1/29/2025
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Illinois 3/19/2024
B
New Jersey 2/5/2025
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Illinois 3/25/2024
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Tennessee 2/18/2025
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Indiana 10/16/2024
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Texas 3/19/2024
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Iowa 1/3/2025
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Texas 11/5/2024
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Kansas 12/17/2024
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Washington 10/15/2024
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Massachusetts 9/17/2024
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Wisconsin 10/15/2024
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Michigan 10/16/2024

SRO Registrations

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 BOX Exchange LLC
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 Cboe BYX Exchange, Inc.
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 Cboe BZX Exchange, Inc.
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 Cboe C2 Exchange, Inc.
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 Cboe EDGA Exchange, Inc.
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 Cboe EDGX Exchange, Inc.
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 Cboe Exchange, Inc.
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 FINRA
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 Investors' Exchange LLC
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 Long-Term Stock Exchange, Inc.
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 MEMX LLC
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 MIAX Emerald, LLC
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 MIAX PEARL, LLC
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 MIAX Sapphire
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 Miami International Securities Exchange, LLC
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 NYSE American LLC
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 NYSE Arca, Inc.
B
 NYSE National, Inc.
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 NYSE Texas, Inc.
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 Nasdaq BX, Inc.
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 Nasdaq GEMX, LLC
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 Nasdaq ISE, LLC
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 Nasdaq MRX, LLC
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 Nasdaq PHLX LLC
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 Nasdaq Stock Market
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 New York Stock Exchange

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Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
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J.P. MORGAN SECURITIES LLC (CRD#:79)
10 SOUTH DEARBORN, CHICAGO, IL 60603
238 N State St, CHICAGO, IL 60601
Registered with this firm since 3/19/2024
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J.P. MORGAN SECURITIES LLC (CRD#:79)
10 SOUTH DEARBORN, CHICAGO, IL 60603
238 N State St, CHICAGO, IL 60601
Registered with this firm since 3/19/2024
Previous Registration(s)
th hidden textth hidden textNameLocation
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 10/21/2019 - 03/07/2024 ADVISORS ASSET MANAGEMENT, INC. (CRD#:46727) Chicago, IL
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 10/21/2019 - 03/07/2024 ADVISORS ASSET MANAGEMENT, INC. (CRD#:46727) Chicago, IL
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 10/01/2018 - 05/16/2019 CITIZENS SECURITIES, INC. (CRD#:39550) PHOENIX, AZ
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 10/12/2018 - 05/16/2019 CITIZENS SECURITIES, INC. (CRD#:39550) PHOENIX, AZ
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 05/09/2017 - 09/17/2018 SIGFIG WEALTH MANAGEMENT LLC (CRD#:158823) Phoenix, AZ
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 01/15/2015 - 09/23/2016 STRATEGIC ADVISERS, INC. (CRD#:104555) CHICAGO, IL
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 03/01/2013 - 09/22/2016 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) CHICAGO, IL
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 11/05/2010 - 10/16/2012 VANGUARD MARKETING CORPORATION (CRD#:7452) SCOTTSDALE, AZ
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.