Best Investors Account Sign in

Lauren Elizabeth Barbieri

J.P. Morgan Securities LLC

New York, NY

CRD 7408000

Claim This Profile
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
TX RA APPROVED 2022-11-17
NY RA APPROVED 2021-10-04
  • TX RA
    APPROVED
    Since 2022-11-17
  • NY RA
    APPROVED
    Since 2021-10-04

Branch Locations

270 Park Avenue Floors 24 And 25, New York, NY 10017 • 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 New York NY 07/2021 Present
Jpmorgan Chase Bank, N.A. New York NY 07/2021 Present
Jpmorgan Chase Westwood MA 06/2020 08/2020
Ctp Boston Dover MA 05/2019 05/2019
University Of Virginia Charlottesville VA 08/2017 05/2021
The Conover Advertising Co Inc Dover MA 05/2019 05/2019
Unemployed Westwood MA 06/2021 06/2021
Unemployed Dover MA 09/2016 07/2017
  • 07/2021 → Present
    J.P. Morgan Securities Llc
    New York, NY
  • 07/2021 → Present
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 06/2020 → 08/2020
    Jpmorgan Chase
    Westwood, MA
  • 05/2019 → 05/2019
    Ctp Boston
    Dover, MA
  • 08/2017 → 05/2021
    University Of Virginia
    Charlottesville, VA
  • 05/2019 → 05/2019
    The Conover Advertising Co Inc
    Dover, MA
  • 06/2021 → 06/2021
    Unemployed
    Westwood, MA
  • 09/2016 → 07/2017
    Unemployed
    Dover, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-04
  • S66 Uniform Combined State Law Examination
    2021-10-04

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor