Lara Michelle Magnusen

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 07/2010 → 07/2017
  Altegris Advisors,
  La Jolla, CA
• 07/2017 → 07/2024
  Jpmorgan Chase Bank Na
  Los Angeles, CA
• 07/2017 → 07/2024
  Jpmorgan Securities Llc
  Los Angeles, CA
• 07/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 08/2024 → Present
  Bank Of America, N.A.
  Los Angeles, CA

Previous Registrations

• 2023-02-22 → 2024-07-09
  J.P. Morgan Securities Llc
  Los Angeles, CA
• 2004-06-04 → 2005-05-27
  Helix Investment Partners Llc
  Los Angeles, CA

Other Businesses

I*4782282, Entity Type: Entity Charitable, Name of OBA: Hollywood Food Coalition, Address: Los Angeles, California, 90048, Investment Related: N, Position, Title, Association: ["Board Member"], Employee Start Date: 08/03/2026, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: general board seat to provide food for the homeless

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-22
• S63 Uniform Securities Agent State Law Examination
  2017-08-30

Other Names

• Lara Branton
• Lara M Branton
• Lara M Magnusen