Equitable Advisors
40yrs
Top advisor by experience in Chaska
5yrs
William Beardmore
Financial advisor at J.P. Morgan Securities
William Beardmore is a fiduciary financial advisor in Chaska, Minnesota, with 5 years in the industry. William joined J.P. Morgan Securities in 2025, after a year at Northwestern Mutual Investment Services and less than a year at CWM. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 30 advisors with offices in Chaska, and one of 26 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office3235 Chaska Blvd, Chaska, MN 55318
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.
Career
- May 2025 – nowJ.P. Morgan Securities LLCCurrent firm
- Nov 2024 – May 2025Northwestern Mutual Investment Services, LLCPreviously
- Oct 2023 – Dec 2023CWM, LLCPreviously
- Jan 2023 – Aug 2023Pruco Securities, LLC.Previously
Contact William
(800) 999-2000Firm headquarters in New York, NY. Ask for William. 3235 Chaska BlvdChaska, MN 55318Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask William
Tailored to William’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
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About William
How do I contact William?
Call J.P. Morgan Securities at (800) 999-2000 and ask for William Beardmore. William works from the Chaska, MN office.
How long has William been a financial advisor?
William has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does William hold?
Series 63, 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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