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Ezequiel Lazcano

J.P. Morgan Securities LLC

Miami, FL

CRD 3008598

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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:

Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-22
TX RA APPROVED 2025-09-03
  • FL RA
    APPROVED
    Since 2025-09-22
  • TX RA
    APPROVED
    Since 2025-09-03

Branch Locations

1450 Brickell Ave Floors 16, 17 & 18, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Miami FL 07/2014 Present
Jpmorgan Chase Bank, N.A. Miami FL 11/2016 Present
Previous Registrations
  • 2010-06-14 → 2014-07-17
    Credit Suisse Securities (Usa) Llc
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-28
S65 Uniform Investment Adviser Law Examination 2010-06-11
S63 Uniform Securities Agent State Law Examination 1998-04-13
  • S66 Uniform Combined State Law Examination
    2025-08-28
  • S65 Uniform Investment Adviser Law Examination
    2010-06-11
  • S63 Uniform Securities Agent State Law Examination
    1998-04-13

View on SEC IAPD

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