DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

Paul Zawilenski

Advisor at J.P. MORGAN SECURITIES LLC

RAMONA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ccf445b5-e47b-9995-aa73-d8c257088a75

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 8, 1997 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: Jun 3, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jun 3, 1997
First registration: Jul 8, 1997
Dual registered: yes, broker-dealer
Other names: PAUL EDWARD ZAWILENSKI
IAPD individual key: 1983606

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	Apr 3, 2013	n/a	yes	RAMONA, CA	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 3, 2011	Apr 4, 2013	no	SAN DIEGO, CA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Sep 24, 2010	Jun 8, 2011	no	TEMECULA, CA\|TEMECULA, CA\|TEMECULA, CA\|TEMECULA, CA\|WILDOMAR, CA\|UPLAND, CA\|ESCONDIDO, CA\|SAN MARCOS, CA\|ESCONDIDO, CA\|ESCONDIDO, CA\|SAN MARCOS, CA\|ESCONDIDO, CA\|ESCONDIDO, CA\|WINCHESTER, CA\|LAKE ELSINORE, CA\|RIVERSIDE, CA\|SAN JACINTO, CA\|YUCCA VALLEY, CA\|NORCO, CA\|CORONA, CA\|HEMET, CA\|CORONA, CA\|LAKE ELSINORE, CA\|MURRIETA, CA\|INDIO, CA\|LA QUINTA, CA\|BANNING, CA\|MORENO VALLEY, CA\|REDLANDS, CA\|PALM DESERT, CA\|PALM SPRINGS, CA\|LA JOLLA, CA\|RIVERSIDE, CA\|DESERT HOT SPRINGS, CA\|CALIMESA, CA\|BEAUMONT, CA\|CATHEDRAL CITY, CA\|CHULA VISTA, CA\|EL CAJON, CA\|PALM SPRINGS, CA\|RANCHO MIRAGE, CA\|YUCAIPA, CA\|SUN CITY, CA\|RIVERSIDE, CA\|HIGHLAND, CA\|RIVERSIDE, CA\|RIVERSIDE, CA\|HIGHLAND, CA\|RANCHO MIRAGE, CA\|MORENO VALLEY, CA\|PALM DESERT, CA\|RIVERSIDE, CA\|MORENO VALLEY, CA\|REDLANDS,, CA\|HEMET, CA\|SAN JACINTO, CA\|MURRIETA, CA	Previous registration
FIRST FINANCIAL EQUITY CORPORATION	Former SEC adviser	Mar 23, 2009	Sep 13, 2010	no	RAMONA, CA\|ADDISON, TX	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Jun 9, 2004	Feb 9, 2009	no	SAN DIEGO, CA\|YUCAIPA, CA\|CORONA, CA\|LOMA LINDA, CA\|GLENDORA, CA\|VICTORVILLE, CA\|CHINO, CA\|LA VERNE, CA\|CITY OF INDUSTRY, CA\|HEMET, CA\|CORONA, CA\|TEMECULA, CA\|WEST COVINA, CA\|REDLANDS, CA\|CLAREMONT, CA\|RIVERSIDE, CA\|UPLAND, CA\|CHINO HILLS, CA\|PALM SPRINGS, CA\|PALM DESERT, CA\|NORCO, CA\|WEST COVINA, CA\|FONTANA, CA\|ONTARIO, CA\|ONTARIO, CA\|POMONA, CA\|ALTA LOMA, CA\|CUCAMONGA, CA\|VICTORVILLE, CA\|BANNING, CA\|PALM SPRINGS, CA\|UPLAND, CA\|RIVERSIDE, CA\|RIVERSIDE, CA\|HACIENDA HEIGHTS, CA\|WEST COVINA, CA\|UPLAND, CA\|SAN BERNARDINO, CA\|PERRIS, CA\|RIVERSIDE, CA\|MORENO VALLEY, CA\|MURRIETA, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 8, 1997	Jun 14, 2004	no	SAN DIEGO, CA	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	J.P. MORGAN SECURITIES LLC	Apr 4, 2013	Apr 3, 2013	-1	Firm change	Wirehouse to wirehouse
CHASE INVESTMENT SERVICES CORP.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jun 8, 2011	Jun 3, 2011	-5	Firm change	Other
FIRST FINANCIAL EQUITY CORPORATION	CHASE INVESTMENT SERVICES CORP.	Sep 13, 2010	Sep 24, 2010	11	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	FIRST FINANCIAL EQUITY CORPORATION	Feb 9, 2009	Mar 23, 2009	42	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	BANC OF AMERICA INVESTMENT SERVICES, INC.	Jun 14, 2004	Jun 9, 2004	-5	Firm change	Other

Relationships

Registered with (5)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Apr 3, 2013 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 3, 2011 to Apr 4, 2013factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Sep 24, 2010 to Jun 8, 2011factForm ADV
→ FIRST FINANCIAL EQUITY CORPORATIONRegistered adviserregistration: previous registration
Mar 23, 2009 to Sep 13, 2010factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jun 9, 2004 to Feb 9, 2009factForm ADV

Dated events

No dated event names this entity yet.