Lindsay Anne Mcgary

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

• 01/2018 → Present
  Jpmorgan Chase Bank, N.A
  Chesterton, IN
• 12/2014 → Present
  Jp Morgan Securities Llc
  Chesterton, IN

Previous Registrations

• 2011-09-02 → 2012-10-01
  Chase Investment Services Corp.
  Michigan City, IN
  Chesterton, IN

Exams

• S66 Uniform Combined State Law Examination
  2011-08-31
• S63 Uniform Securities Agent State Law Examination
  2007-09-20

Designations

• Certified Financial Planner

Other Names

• Lindsay Anne Thorgren
• Lindsay A Mcgary