William Whitworth
William Whitworth is a registered investment advisor at J.P. Morgan Securities LLC, based in Maricopa, AZ, with 14 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.
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
21650 N. John Wayne Pkwy, Maricopa, AZ, 85139
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Regulatory History (1)
Customer Dispute
May 2025Other Business Activities
William is the treasurer for Cub Scout Pack 997 and Boy Scout Troop 993, managing their funds and accounts, dedicating a few hours per week to each. William also owns Willie's Wienies Catering, LLC, but the business is currently dormant.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Chase Investment Services CORP.Broker
State Registrations15 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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