Best Investors Account Sign in

Josh Lewensohn

J.P. Morgan Securities LLC

Newbury Park, CA

Newbury Park, CA

CRD 4923321

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
CA RA APPROVED 2019-09-10
TX RA APPROVED_RES 2019-09-10
  • CA RA
    APPROVED
    Since 2019-09-10
  • TX RA
    APPROVED_RES
    Since 2019-09-10

Branch Locations

500 N Ventu Park Rd, Newbury Park, CA 91320 • United States

461 S Reino Rd, Newbury Park, CA 91320 • 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
Morgan Stanley Beverly Hills CA 11/2015 09/2019
Morgan Stanley Private Bank, National Association New York NY 11/2015 09/2019
Jp Morgan Securities, Llc Newbury Park NY 09/2019 Present
Jp Morgan Chase Bank, N.A. Newbury Park NY 09/2019 Present
  • 11/2015 → 09/2019
    Morgan Stanley
    Beverly Hills, CA
  • 11/2015 → 09/2019
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 09/2019 → Present
    Jp Morgan Securities, Llc
    Newbury Park, NY
  • 09/2019 → Present
    Jp Morgan Chase Bank, N.A.
    Newbury Park, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-13
  • S66 Uniform Combined State Law Examination
    2005-05-13
Other Names
  • Joshua Lewensohn
  • Joshua David Lewensohn

View on SEC IAPD

Nearby Firms

KESTRA ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Nearby Investors

MARK EDWARD RONCORONI
ELAD GAD GOREN
KEVIN MICHAEL TOLSMA

Nearby Offices

KESTRA ADVISORY SERVICES, LLC · Newbury Park, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Newbury Park, CA
THRIVENT INVESTMENT MANAGEMENT INC. · Thousand Oaks, CA

More in Newbury Park, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor