Lillian Simone Bloomberg

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

• 06/2020 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2020 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 04/2018 → 03/2020
  Brick Street Bar And Grill
  Oxford, OH
• 04/2016 → 08/2019
  Laurier Catering Company
  Mendon, NY
• 05/2019 → 08/2019
  Pnc Financial Services Group
  Washington, DC
• 05/2018 → 08/2018
  Viatran Printing
  Webster, NY
• 06/2017 → 01/2018
  Hanna Andersson
  Fairfax, VA
• 08/2017 → 10/2017
  Kona Bistro
  Oxford, OH
• 06/2017 → 08/2017
  Tropical Smoothie Cafe
  Fairfax, VA
• 08/2014 → 01/2017
  Mendon Meadows Marketplace
  Mendon, NY
• 08/2016 → 05/2020
  Miami University
  Oxford, OH

Other Businesses

Entity Name: Liquid Death Investment related: No Address: 4077 Redwood Ave, Los Angeles, CA 90066, United States https://liquiddeath.com/?srsltid=AfmBOoreGTFn0SbaqR9jaXKOUmGHiFZB23_C-0zU3ayQQK2rlJ-W5mSM Nature of the other business: Food & Beverage Position/Title/Relationship: Owner/Partner Start Date: 09/11/2025 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Liquid death is one of the most up and coming brands in the non-alcoholic beverage space. I would like to provide financing via an auto convertible note. I have no active involvement with the company.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-12
• S63 Uniform Securities Agent State Law Examination
  2020-09-21

Other Names

• Lilly Bloomberg