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Elizabeth Lailer

J.P. Morgan Securities LLC

Milwaukee, WI

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-03-18
  • WI RA
    APPROVED
    Since 2024-03-18

Branch Locations

111 E Wisconsin Ave Floor 22, Milwaukee, WI 53202 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Robert W. Baird Waukesha WI 03/2016 07/2018
Johnson Bank Brookfield WI 07/2018 06/2020
Johnson Wealth Inc Brookfield WI 08/2018 04/2020
Lpl Financial Llc Brookfield WI 04/2020 06/2020
Jpmorgan Chase Bank, N.A. Milwaukee WI 06/2020 Present
J.P. Morgan Securities Llc Milwaukee WI 06/2020 Present
  • 03/2016 → 07/2018
    Robert W. Baird
    Waukesha, WI
  • 07/2018 → 06/2020
    Johnson Bank
    Brookfield, WI
  • 08/2018 → 04/2020
    Johnson Wealth Inc
    Brookfield, WI
  • 04/2020 → 06/2020
    Lpl Financial Llc
    Brookfield, WI
  • 06/2020 → Present
    Jpmorgan Chase Bank, N.A.
    Milwaukee, WI
  • 06/2020 → Present
    J.P. Morgan Securities Llc
    Milwaukee, WI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-15
S66 Uniform Combined State Law Examination 2016-09-26
S63 Uniform Securities Agent State Law Examination 1998-05-11
  • S65 Uniform Investment Adviser Law Examination
    2024-03-15
  • S66 Uniform Combined State Law Examination
    2016-09-26
  • S63 Uniform Securities Agent State Law Examination
    1998-05-11
Other Names
  • Libby Bumby
  • Elizabeth Jane Bumby
  • Libby Lailer
  • Elizabeth J Lailer
  • Elizabeth Jane Lailer
  • Elizabeth (Libby) Lailer

View on SEC IAPD

Other Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI

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