Billie Van Lith

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

• 08/1996 → 09/2017
  Cetera Advisor Networks Llc
  Maple Grove, MN
• 01/2017 → 09/2017
  Advisornet Wealth Management
  Maple Grove, MN
• 08/1996 → 01/2017
  Jra Financial Advisors, Inc
  Maple Grove, MN
• 09/2017 → 05/2018
  Hd Vest Investment Services, Inc
  Scottsdale, AZ
• 09/2017 → 05/2018
  Hd Vest Advisory Services
  Scottsdale, AZ
• 09/2017 → 05/2018
  Wagner Financial
  Scottsdale, AZ
• 05/2018 → 05/2019
  Cetera Advisor Networks
  Lake Havasu City, AZ
• 07/2018 → 05/2019
  Sunset Wealth Management
  Lake Havasu City, AZ
• 05/2019 → 07/2020
  Jpmorgan Chase Bank, N.A.
  Lake Havasu City, AZ
• 05/2019 → 07/2020
  Jp Morgan Securities, Llc
  Lake Havasu City, AZ
• 09/2018 → 05/2019
  Adspay Usa, Llc
  Lake Havasu City, AZ
• 07/2020 → Present
  Jp Morgan Chase Bank, N.A.
  Lake Havasu City, AZ
• 07/2020 → Present
  Jp Morgan Securities Llc
  Lake Havasu City, AZ

Previous Registrations

• 2018-05-30 → 2019-06-24
  Cetera Wealth Services, Llc
  Lake Havasu City, AZ
• 2017-11-02 → 2018-06-08
  Avantax Advisory Services
  Scottsdale, AZ
• 2014-01-13 → 2017-10-31
  Cetera Wealth Services, Llc
  Mpls, MN
  Minnetonka, MN
• 2017-04-18 → 2017-10-17
  Advisornet Wealth Partners
  Maple Grove, MN
  Minnetonka, MN
• 2014-01-13 → 2017-02-15
  Jra Financial Advisors, Inc.
  Maple Grove, MN

Exams

• S66 Uniform Combined State Law Examination
  2017-11-01
• S63 Uniform Securities Agent State Law Examination
  1999-07-12

Other Names

• Billy Jo Jensen
• Billie Jo Van Lith
• Billie Jo Vanlith