Best Investors Account Sign in

Michael Lutz

J.P. Morgan Securities LLC

Westerville, OH

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-07-18
OH RA APPROVED 2022-07-07
  • TX RA
    APPROVED_RES
    Since 2022-07-18
  • OH RA
    APPROVED
    Since 2022-07-07

Branch Locations

370 S. Cleveland Ave. Floor 02, Westerville, OH 43081 • 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 Westerville OH 03/2019 Present
Bru Burger Bar Westerville OH 07/2018 03/2019
Huntington Bank Columbus OH 06/2018 12/2018
Priority Mortgage Worthington OH 03/2018 06/2018
Congressional Bank Columbus OH 02/2018 03/2018
American Financial Network Blacklick OH 07/2017 02/2018
Navy Federal Credit Union Pensacola FL 01/2016 07/2017
Macy's Columbus OH 09/2019 04/2020
Jpmorgan Chase Bank, N.A. Westerville OH 03/2019 Present
  • 03/2019 → Present
    J.P. Morgan Securities Llc
    Westerville, OH
  • 07/2018 → 03/2019
    Bru Burger Bar
    Westerville, OH
  • 06/2018 → 12/2018
    Huntington Bank
    Columbus, OH
  • 03/2018 → 06/2018
    Priority Mortgage
    Worthington, OH
  • 02/2018 → 03/2018
    Congressional Bank
    Columbus, OH
  • 07/2017 → 02/2018
    American Financial Network
    Blacklick, OH
  • 01/2016 → 07/2017
    Navy Federal Credit Union
    Pensacola, FL
  • 09/2019 → 04/2020
    Macy's
    Columbus, OH
  • 03/2019 → Present
    Jpmorgan Chase Bank, N.A.
    Westerville, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-07
S63 Uniform Securities Agent State Law Examination 2019-06-03
  • S65 Uniform Investment Adviser Law Examination
    2022-07-07
  • S63 Uniform Securities Agent State Law Examination
    2019-06-03
Other Names
  • Michael P Lutz
  • Michael Lutz
  • Michael Patrick Lutz
  • Mike Lutz

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
ARSENEAU FINANCIAL
ELEVATION FINANCIAL PARTNERS, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
PRIVATE ADVISOR GROUP, LLC
KEY INVESTMENT SERVICES LLC

Other Investors

JANET LEA GABEL
WILLIAM MITCHELL GARNER
SHAWN MICHAEL ARSENEAU
Deana Christine Arseneau
John Holden McKewen
ALLEN LEE WEAVER
Sathaporn Sathaporn Nguapha
DANIEL PATRICK MILLER

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Westerville, OH
ARSENEAU FINANCIAL · WESTERVILLE, OH
ELEVATION FINANCIAL PARTNERS, LLC · WESTERVILLE, OH
LPL FINANCIAL LLC · WESTERVILLE, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Westerville, OH
LPL FINANCIAL LLC · Westerville, OH
LPL FINANCIAL LLC · WESTERVILLE, OH
FIFTH THIRD SECURITIES, INC. · WESTERVILLE, OH

More in Westerville, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor