Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
2yrs
William Collis
Financial advisor at J.P. Morgan Securities
William Collis is a fiduciary financial advisor in Columbus, Ohio, with 2 years in the industry. William joined J.P. Morgan Securities in 2025, after less than a year at Equitable Advisors. 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
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office3415 Vision Dr, Columbus, OH 43219
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
- Apr 2025 – nowJ.P. Morgan Securities LLCCurrent firm
- Nov 2024 – Dec 2024Equitable Advisors, LLCPreviously
Contact William
Local office(614) 422-5748Ask for William. (800) 999-2000Main office · New York, NY 3415 Vision DrColumbus, OH 43219Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask William
Tailored to William’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 William’s local office at (614) 422-5748 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for William Collis.
How long has William been a financial advisor?
William has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does William hold?
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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