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Megan E. Lavins

J.P. Morgan Securities LLC

Cleveland, OH

CRD 6494544

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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
OH RA APPROVED 2025-03-19
TX RA APPROVED 2022-11-16
  • OH RA
    APPROVED
    Since 2025-03-19
  • TX RA
    APPROVED
    Since 2022-11-16

Branch Locations

1300 E 9Th St Floor 18, Cleveland, OH 44114 • 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
Jpmorgan Chase Bank Na New York NY 07/2018 06/2021
Jpmorgan Securities Llc New York NY 07/2018 11/2018
Armstrong Fleming & Moore Washington DC 01/2016 05/2018
Fruitive Washington DC 03/2018 01/2019
Jpmorgan Chase Bank Na New York NY 05/2017 08/2017
Jpmorgan Chase Bank, N.A. Cleveland OH 09/2021 Present
J.P. Morgan Securities Llc Cleveland OH 09/2021 Present
American University Washington DC 08/2014 05/2018
Jpmorgan Chase Bank Na Tampa FL 07/2021 08/2021
Embarc Collective Tampa FL 02/2022 12/2024
  • 07/2018 → 06/2021
    Jpmorgan Chase Bank Na
    New York, NY
  • 07/2018 → 11/2018
    Jpmorgan Securities Llc
    New York, NY
  • 01/2016 → 05/2018
    Armstrong Fleming & Moore
    Washington, DC
  • 03/2018 → 01/2019
    Fruitive
    Washington, DC
  • 05/2017 → 08/2017
    Jpmorgan Chase Bank Na
    New York, NY
  • 09/2021 → Present
    Jpmorgan Chase Bank, N.A.
    Cleveland, OH
  • 09/2021 → Present
    J.P. Morgan Securities Llc
    Cleveland, OH
  • 08/2014 → 05/2018
    American University
    Washington, DC
  • 07/2021 → 08/2021
    Jpmorgan Chase Bank Na
    Tampa, FL
  • 02/2022 → 12/2024
    Embarc Collective
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-18
  • S66 Uniform Combined State Law Examination
    2021-12-18
Other Names
  • Megan Lavins
  • Megan Elizabeth Lavins

View on SEC IAPD

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