Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
33yrs
William Talbott
Financial advisor at J.P. Morgan Securities
William Talbott is a fiduciary financial advisor in Columbus, Ohio, with 33 years in the industry. William joined J.P. Morgan Securities in 2025, after less than a year at Cetera Investment Advisers and a year at Cetera Wealth Services. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 3% by experience at J.P. Morgan Securities
OfficeColumbus, OH
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowJ.P. Morgan Securities LLCCurrent firm
- Jun 2023 – Nov 2023Cetera Investment Advisers LLCPreviously
- Jun 2022 – Jun 2023Cetera Wealth Services, LLCPreviously
- Dec 2019 – Jul 2021Wells Fargo Clearing Services, LLCPreviously
- 2010 – 2016Russell InvestmentsPreviously
- Oct 2007 – Nov 2007Russell InvestmentsPreviously
Contact William
(800) 999-2000Firm headquarters in New York, NY. Ask for William. Columbus, OHOffice · Get directions Firm websitewealthpartners.jpmorgan.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call J.P. Morgan Securities at (800) 999-2000 and ask for William Talbott. William works from the Columbus, OH office.
How long has William been a financial advisor?
William has been in the industry since 1993, about 33 years. Top 3% by experience at J.P. Morgan Securities.
What licenses does William hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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