Lanan M Clark

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

• 04/2011 → 08/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 08/2020 → Present
  J.P. Morgan Securities Llc
  Laguna Niguel, CA
• 03/2003 → 08/2020
  Bank Of America
  Los Angeles, CA

Previous Registrations

• 2011-08-18 → 2020-08-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Irvine, CA
  Irvine, CA
  Los Angeles, CA
  New York, NY
  Laguna Niguel, CA
  Newport Beach, CA
  Newport Beach, CA
  New York, NY
  Irvine, CA
  Indian Wells, CA
• 2003-05-29 → 2009-08-19
  Banc Of America Investment Services, Inc.
  San Diego, CA
  Poway, CA
  San Diego, CA
  Rancho Santa Fe, CA
  San Marcos, CA
  St. Louis, MO
  Newport Beach, CA
  Boston, MA
  St. Louis, MO
  San Diego, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-06-30
• S65 Uniform Investment Adviser Law Examination
  2003-05-27

Other Names

• Lanan Marie Wiley
• Lanan Maru Wiley
• Lanan Marie Clark
• Lanan Maru Clark
• Lanan M Wiley
• Lanan Marie Clark