AW
AW

Aaliyah Wilson

1 Year of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
12332 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.45%
$250K - $500K1.30%
$500K - $1000K1.15%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $15.0M0.55%
$15.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$50M+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

500 Stanton Christiana Rd, Newark, DE, 19713

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
J.P. Morgan Securities LLC
March 2025 - Present · 11 mos
J.P. Morgan Securities LLCBroker
March 2025 - Present · 11 mos
Previous Registrations
Edward Jones
February 2024 - March 2025 · 1 yr 1 mo
Edward JonesBroker
December 2023 - March 2025 · 1 yr 3 mos
State Registrations2 states
DENY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.