Lisa Renee Madill

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → Present
  Jp Morgan Chase Bank, N.A.
  Waterford, MI
• 10/2006 → Present
  Jp Morgan Securites Llc
  Waterford, MI

Previous Registrations

• 2006-11-03 → 2012-10-01
  Chase Investment Services Corp.
  White Lake, MI
  White Lake, MI
  Chicago, IL
  Waterford, MI
  Waterford, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-02
• S63 Uniform Securities Agent State Law Examination
  2000-10-30

Other Names

• Lisa Renee Fast