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Allison Lombardi

J.P. Morgan Securities LLC

New Orleans, LA

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-11-21
TX RA APPROVED 2025-11-19
  • LA RA
    APPROVED
    Since 2025-11-21
  • TX RA
    APPROVED
    Since 2025-11-19

Branch Locations

201 Saint Charles Ave Floor 28, New Orleans, LA 70170 • 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
Rbc Capital Markets, Llc New York NY 07/2016 04/2025
J.P. Morgan Securities Llc New Orleans LA 11/2025 Present
Jpmorgan Chase Bank, N.A. New Orleans LA 11/2025 Present
Unemployed New Orleans LA 05/2025 10/2025
  • 07/2016 → 04/2025
    Rbc Capital Markets, Llc
    New York, NY
  • 11/2025 → Present
    J.P. Morgan Securities Llc
    New Orleans, LA
  • 11/2025 → Present
    Jpmorgan Chase Bank, N.A.
    New Orleans, LA
  • 05/2025 → 10/2025
    Unemployed
    New Orleans, LA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-06
S63 Uniform Securities Agent State Law Examination 2019-08-08
  • S65 Uniform Investment Adviser Law Examination
    2025-11-06
  • S63 Uniform Securities Agent State Law Examination
    2019-08-08
Other Names
  • Allison Lombardi
  • Allison Ann Lombardi

View on SEC IAPD

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Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

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