William J. Wilson
Professional summary
William Jeremy Rolls Wilson is a registered financial professional currently at STONEX FINANCIAL INC. located in Stamford, Connecticut and THE BENCHMARK COMPANY, LLC located in Stamford, Connecticut.
William is registered as a RR (Registered Representative) and started their career in finance in 1993. William has worked at 11 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William Jeremy Rolls Wilson's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 12, 2022 - Present
STONEX FINANCIAL INC.
Office #1: 850 Canal Street 3rd Floor, Stamford, CT 06902September 8, 2025 - Present
THE BENCHMARK COMPANY, LLC
Office #1: 850 Canal Street 3rd Floor, Stamford, CT 06902February 13, 2017 - July 1, 2022
IMPERIAL CAPITAL, LLC
October 2, 2014 - February 14, 2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED
May 26, 2011 - September 23, 2014
CRT CAPITAL GROUP LLC
July 20, 2009 - June 9, 2011
COHEN & COMPANY SECURITIES, LLC
July 19, 2007 - May 28, 2008
UBS SECURITIES LLC
January 22, 2004 - August 1, 2007
J.P. MORGAN SECURITIES LLC
January 17, 2003 - January 6, 2004
CREDIT SUISSE SECURITIES (USA) LLC
August 14, 1996 - January 17, 2003
PERSHING LLC
December 3, 1993 - May 6, 1997
J.P. MORGAN SECURITIES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Nasdaq Stock Market
Current Firm
THE BENCHMARK COMPANY, LLC
CRD#: 22982 / SEC#: , 8-40081
Contact information
FINRA licenses (51 States and Territories)
Disclosures
| Regulatory Event | 17 |
| Arbitration | 1 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
