Linda M. Lombari

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

• 10/2014 → 10/2016
  T.D. Bank, N.A.
  Providence, RI
• 10/2014 → 09/2016
  Td Private Client Wealth Llc
  Providence, RI
• 10/2016 → 11/2018
  Morgan Stanley
  Providence, RI
• 11/2018 → Present
  Jpmorgan Chase Bank, N.A.
  Providence, RI
• 11/2018 → Present
  Jpmorgan Securities, Llc.
  Providence, RI

Previous Registrations

• 2016-10-20 → 2018-11-05
  Morgan Stanley
  Newport, RI
  Providence, RI
• 2015-07-21 → 2016-10-21
  Td Private Client Wealth Llc
  Providence, RI
  Andover, MA

Other Businesses

Effective 11/5/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2015-07-20

Other Names

• Linda Marie Pontes
• Linda Marie Lombari