UBS Financial Services
47yrs
Top 1% by experience in Atlanta
12yrs
Stephen Willcox
Financial advisor at J.p. Morgan Securities
Based in Atlanta, Georgia, Stephen Willcox is a fiduciary financial advisor with 12 years of industry experience. Stephen joined J.p. Morgan Securities in 2022, after five years at Merrill Lynch, Pierce, Fenner & Smith. J.p. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 4533 advisors with offices in Atlanta, and one of 4078 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?More experience than 57% of advisors at J.p. Morgan Securities
Office3424 Peachtree Road NE 11th Floor, Atlanta, GA 30326
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowJ.p. Morgan Securities LLCCurrent firm
- 2016 – 2022
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Stephen
How do I contact Stephen?
Call J.p. Morgan Securities at 800-999-2000 and ask for Stephen Willcox. Stephen works from the Atlanta, GA office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2015, about 12 years. More experience than 57% of advisors at J.p. Morgan Securities.
What licenses does Stephen hold?
Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Stephen 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.
Other advisors nearby
Carter, Terry &
47yrs
Top advisor by experience at Carter, Terry &
Register Financial Advisors
47yrs
Top advisor by experience at Register Financial Advisors
J.p. Morgan Securities
47yrs
Top 1% by experience in Atlanta
Morgan Stanley
47yrs
Top 1% by experience in Atlanta
Wells Fargo Advisors
47yrs
Top 1% by experience in Atlanta