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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)11 years in industry

Jason Willyard

Advisor at J.P. MORGAN SECURITIES LLC

CHICAGO, IL

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Search this name across graphsid dfx:ria:93509c60-74b7-cd2d-e606-10e1a67e7f3e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 15, 2015 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J.P. MORGAN SECURITIES LLC
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 9, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jan 9, 2015
First registration: Jan 15, 2015
Dual registered: yes, broker-dealer
Other names: JASON DANIEL WILLYARD
IAPD individual key: 5855800

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J.P. MORGAN SECURITIES LLC	Wirehouse	Mar 19, 2024	n/a	yes	CHICAGO, IL\|CHICAGO, IL	Current employment
ADVISORS ASSET MANAGEMENT, INC.	Mixed wealth	Oct 21, 2019	Mar 7, 2024	no	Chicago, IL\|Chicago, IL\|LISLE, IL\|Chicago, IL\|BOERNE, TX	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Oct 1, 2018	May 16, 2019	no	PHOENIX, AZ	Previous registration
SIGFIG WEALTH MANAGEMENT LLC	Independent wealth	May 9, 2017	Sep 17, 2018	no	Phoenix, AZ	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jan 15, 2015	Sep 23, 2016	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADVISORS ASSET MANAGEMENT, INC.	J.P. MORGAN SECURITIES LLC	Mar 7, 2024	Mar 19, 2024	12	Firm change	Other
CITIZENS SECURITIES, INC.	ADVISORS ASSET MANAGEMENT, INC.	May 16, 2019	Oct 21, 2019	158	Firm change	Ibd to RIA
SIGFIG WEALTH MANAGEMENT LLC	CITIZENS SECURITIES, INC.	Sep 17, 2018	Oct 1, 2018	14	Firm change	RIA to ibd
STRATEGIC ADVISERS LLC	SIGFIG WEALTH MANAGEMENT LLC	Sep 23, 2016	May 9, 2017	228	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
158823:39550:AZ:2018-09-17	Sep 17, 2018	Oct 1, 2018	PHOENIX, AZ	Firm change

Relationships

Registered with (5)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Mar 19, 2024 to presentfactForm ADV
→ ADVISORS ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 21, 2019 to Mar 7, 2024factForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Oct 1, 2018 to May 16, 2019factForm ADV
→ SIGFIG WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
May 9, 2017 to Sep 17, 2018factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jan 15, 2015 to Sep 23, 2016factForm ADV

Dated events

Occurred
Mar 7, 2024
Advisor changed firm
Jason Willyard left Advisors Asset Management, Inc. for J.P. Morgan Securities Llc (registered 2024-03-19)
Form ADVobserved 5 days ago