Jason M. Cunningham

J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS

Columbus, OH 43240

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CRD#: 4795230

Professional summary

Jason M Cunningham is a registered financial advisor currently at J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC. located in Columbus, Ohio.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jason has worked at 3 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason M Cunningham's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 6, 2025 - Present

J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC.

Office #1: 1111 Polaris Pkwy Floor 1c, Columbus, OH 43240

RIA

CRD#: 335439

Columbus, OH

Past

April 12, 2024 - June 7, 2024

J.P. MORGAN PRIVATE INVESTMENTS INC.

RIA

CRD#: 110186

Columbus, OH

Past

May 12, 2004 - May 13, 2008

JPMORGAN DISTRIBUTION SERVICES, INC.

CRD#: 104234

COLUMBUS, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC.

CRD#: 335439 / SEC#: 801-132761

RIA

Registered Investment Advisory firm - (5/30/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/26/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/26/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/11/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC.

CRD#: 335439 / SEC#: 801-132761

RIA

Registered Investment Advisory firm - (5/30/2025 Approved)

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Contact information

Main Address

383 Madison Avenue, New York, NY 10017

Mailing Address

390 Madison Avenue, New York, NY 10017-2513

Phone number

(212) 464-2070

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC. (10/9/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jason M. Cunningham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason M Cunningham's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC.

J.P. MORGAN PRIVATE INVESTMENTS INC.

JPMORGAN DISTRIBUTION SERVICES, INC.

Primary Firm SEC Registration

J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/26/2004

Series 7

Date: 1/26/2006

Series 6

Date: 5/11/2004

Current Firm

J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC.

TRUST BUT VERIFY

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