Dwight Wildman
Dwight Wildman is a registered investment advisor at J.P. Morgan Securities LLC, based in Cheshire, CT, with 17 years of industry experience. Dwight 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Location
2001 Highland Ave, Bldg H, Cheshire, CT, 06410
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2020Other Business Activities
Dwight is the owner of DL Wilde LLC, an e-commerce dropshipping company selling home goods online, since 2020. He dedicates minimal time to this activity.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Uvest Financial Services Group, INC.Broker
Metlife Securities INC.Broker
Olympia Asset Management,ltd.Broker
State Registrations22 states
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
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