Joyce Wright

Financial advisor at J.P. Morgan Securities LLC

Last updated 2026-10-10

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Joyce Wright is a financial advisor at J.P. Morgan Securities LLC, CRD 4802342. Licenses and exams on the registration: Series 66. IAPD registration began 2004-09-28.

Registration

CRD number
4802342
Registration status
Active
IAPD registration
2004-09-28
Industry Experience
22 years
Work Experience
19 years
States registered
OR, TX

Licenses and exams

  • Series 66

Work history

  • 2007-06 to 2019-06 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Seattle, WA
  • 2019-06 to 2024-03 · Morgan Stanley · Portland,, OR
  • 2024-10 to Present · J.P. Morgan Securities LLC · Lake Oswego, OR
  • 2024-09 to Present · Jpmorgan Chase Bank, N.A. · Lake Oswego, OR
  • 2007-06 to 2019-06 · Bank of America · Seattle, WA
  • 2024-04 to 2024-08 · Unemployed · Happy Valley, OR

Current employment

SEC IAPD record for Joyce Wright

J.P. Morgan Securities LLC

Regulatory AUM
$429,694,491,042
Registered advisors
14,334
Offices
5,886
Clients per advisor
87.0 (Moderate)
Average AUM per client
$344.7K (Low)
High-net-worth client ratio
28.6% (Moderate)

J.P. Morgan Securities LLC: advisors, services and reported ETF investments

About

Joyce Wright is a financial advisor at J.P. Morgan Securities LLC. Reported securities licenses include Series 66. The latest record indicates 22 years of industry experience and 19 years of reported work history.

J.P. Morgan Securities LLC's firm-level Form ADV reports 14,334 advisors across 5,886 offices; approximately 87.0 clients per advisor, average assets per client of $344,680, and regulatory AUM of $429.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.

What this firm offers

Filed by J.P. Morgan Securities LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Futures Commission Merchant
  • Insurance Broker or Agent
  • Registered Security-Based Swap Dealer
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Real Estate Broker or Dealer
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Joyce Wright?

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