Robert W. Baird & Co.
47yrs
Top advisor by experience in Denver
2yrs
Will Marston
Financial advisor at J.P. Morgan Securities
Will Marston is a fiduciary financial advisor in Denver, Colorado, with 2 years in the industry. Will joined J.P. Morgan Securities in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 2610 advisors with offices in Denver, and one of 2345 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office1455 16th St Suite 407, Denver, CO 80202
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
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Will
Local office(303) 607-1303Ask for Will. (800) 999-2000Main office · New York, NY 1455 16th St Suite 407Denver, CO 80202Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Will
Tailored to Will’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 Will
How do I contact Will?
Call Will’s local office at (303) 607-1303 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Will Marston.
How long has Will been a financial advisor?
Will has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Will hold?
Series 66. Tap any license on this page to see what it allows.
Is Will a fiduciary?
Will is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Will paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Will 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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