This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC.

Current firm class

bank affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63

First exam

May 26, 2004

First registration

Apr 12, 2024

Dual registered

no

Other names

JASON M CUNNINGHAM

IAPD individual key

4795230

• Occurred

  Jun 7, 2024
  Advisor changed firm

  Jason M Cunningham left J.P. Morgan Private Investments Inc. for J.P.Morgan Wealth Management Solutions Inc. (registered 2025-11-06)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:39f22ea0-f475-3d22-9dc7-8cf633a3896b

First observed

Apr 12, 2024

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.