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Lance Eric Devries

J.P. Morgan Securities LLC

Caledonia, MI

Kentwood, MI

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-04-16
MI RA APPROVED 2012-10-01
  • TX RA
    APPROVED_RES
    Since 2014-04-16
  • MI RA
    APPROVED
    Since 2012-10-01

Branch Locations

9235 Cherry Valley Ave. Se, Caledonia, MI 49316 • United States

4375 Breton Road S.E., Kentwood, MI 49512 • 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 Caledonia MI 10/2012 Present
Jpmorgan Chase Bank, Na. Caledonia MI 05/2008 Present
Previous Registrations
  • 2008-07-22 → 2012-10-01
    Chase Investment Services Corp.
    Traverse City, MI
    Grandville, MI
    Grandville, MI
    Grandville, MI
    Grand Rapids, MI
    Caledonia, MI
  • 2004-08-27 → 2005-05-16
    Banc One Securities Corporation
    Grand Rapids, MI
  • 1999-07-16 → 2003-07-24
    Ameriprise Financial Services, Llc
    Grand Rapids, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-16
S63 Uniform Securities Agent State Law Examination 2008-06-20
S65 Uniform Investment Adviser Law Examination 2003-11-17
  • S66 Uniform Combined State Law Examination
    2008-07-16
  • S63 Uniform Securities Agent State Law Examination
    2008-06-20
  • S65 Uniform Investment Adviser Law Examination
    2003-11-17
Other Names
  • Lance Eric Devries
  • Lance Eric Devries

View on SEC IAPD

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Other Offices

FIFTH THIRD SECURITIES, INC. · CALEDONIA, MI
EDWARD JONES · CALEDONIA, MI
FOUNDERS FINANCIAL SECURITIES LLC · Caledonia, MI
ADVISOR 123 LLC · CALEDONIA, MI
ASPIRE WEALTH · CALEDONIA, MI
RBS WEALTH MANAGEMENT · ALTO, MI
EDWARD JONES · Alto, MI
J. W. COLE ADVISORS, INC. · Grand Rapids, MI

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