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Kay S. Wilson

Client Service Associate

With over 20 years of experience in the financial services industry, Kay joined J.P. Morgan Securities in 2009. As a Client Service Associate, Kay provides support for the team members as well as direct support for our clients. Kay specializes in managed money, banking  and lending services.

Before joining J.P. Morgan Securities, Kay spent three years as a Registered Client Representative with Lehman Brothers. Prior to Lehman, she spent six years as a Senior Client Management Associate within the Wealth Management Department of Wachovia Bank. Before her time with Wachovia, Kay spent six years as a Personal Account Executive with SunTrust Bank.

Kay’s personal interests include spending time with her family, reading and hiking. Kay currently lives in Smyrna with her husband, John, and their two childern.

Phone: 404.842.4032
Email: kay.wilson@jpmorgan.com

Registered States: AL, AZ, AK, CA, CO, CT, IL, IN, IA, KS, KY, LA, ME, MS, MI, MN, MS, MT, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY

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The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

“J.P. Morgan Securities” is a brand name for a wealth management business conducted by JPMorgan Chase & Co. and certain subsidiaries. J.P. Morgan Securities offers investment products, services, Clearing and Custody through J.P. Morgan Securities LLC, a member of FINRA and SIPC. Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.

Investment products: Not FDIC insured • No bank guarantee • May lose value

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