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CFP

Michael Wilcox

J.P. Morgan Securities LLC
31 Years of Experience
Springfield, MO
Broker
View SEC Summary
View SEC Summary

Michael Wilcox is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Springfield, MO, with 31 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.

J.P. Morgan Securities LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.60%
$250K+0.50%

Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2237 E Sunshine St, Springfield, MO, 65804

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
July 2024 - Present · 2 yrs 3 mos
J.P. Morgan Securities LLC
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Edward JonesBroker
April 2024 - July 2024 · 3 mos
Edward Jones
April 2024 - July 2024 · 3 mos
Charles Schwab & CO., INC.
October 2003 - January 2024 · 20 yrs 3 mos
Charles Schwab & CO., INC.Broker
October 2003 - January 2024 · 20 yrs 3 mos
Stifel, Nicolaus & Company, Incorporated
June 2002 - October 2003 · 1 yr 4 mos
Stifel, Nicolaus & Company, IncorporatedBroker
June 2002 - October 2003 · 1 yr 4 mos
UBS Painewebber INC.
June 1999 - July 2002 · 3 yrs 1 mo
UBS Painewebber INC.Broker
May 1999 - July 2002 · 3 yrs 2 mos
Dean Witter Reynolds INC.Broker
April 1995 - May 1999 · 4 yrs 1 mo
Equico Securities, INC.Broker
March 1994 - November 1994 · 8 mos
The Equitable Life Assurance Society of the United StatesBroker
March 1994 - November 1994 · 8 mos
First Investors CorporationBroker
February 1989 - March 1989 · 1 mo
State Registrations14 states
CAFLILKSLAMONCNHNVORTNTXVTWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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