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ChFC

William Anderson

J.P. Morgan Securities LLC
30 Years of Experience
Atlanta, GA
Broker
View SEC Summary
View SEC Summary

William Anderson is a ChFC-designated registered investment advisor at J.P. Morgan Securities LLC, based in Atlanta, GA, with 30 years of industry experience. William 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

2102 Henderson Mill Rd NE Ste 100, Atlanta, GA, 30345

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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
April 2023 - Present · 3 yrs 6 mos
J.P. Morgan Securities LLC
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Edward Jones
August 2018 - March 2023 · 4 yrs 7 mos
Edward JonesBroker
August 2018 - March 2023 · 4 yrs 7 mos
P.J. Robb Variable CorporationBroker
November 2015 - August 2018 · 2 yrs 9 mos
Proequities, INC.Broker
March 2011 - November 2015 · 4 yrs 8 mos
Hartford Equity Sales Company INC.Broker
June 2005 - February 2011 · 5 yrs 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
September 2004 - February 2005 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2004 - February 2005 · 6 mos
Morgan Keegan & Company, INC.Broker
April 2003 - August 2004 · 1 yr 4 mos
MML Investors Services, INC.Broker
November 2001 - October 2002 · 11 mos
Wachovia Securities, INC.Broker
February 2000 - December 2001 · 1 yr 10 mos
Wachovia Brokerage ServiceBroker
April 1998 - February 2000 · 1 yr 10 mos
Northwestern Mutual Investment Services, INC.Broker
August 1995 - March 1998 · 2 yrs 7 mos
State Registrations12 states
ALCODCFLGAILKYMTNCNYSCTX
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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