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Jely Lorenzo

J.P. Morgan Securities LLC

Walnut Creek, CA

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-26
CA RA APPROVED 2022-01-17
  • TX RA
    APPROVED
    Since 2022-01-26
  • CA RA
    APPROVED
    Since 2022-01-17

Branch Locations

1390 S. Main Street, Floor 1, Walnut Creek, CA 94596 • 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 Richmond CA 04/2018 09/2021
Jpmorgan Chase Bank, N.A. Richmond CA 03/2017 09/2021
Bank Of America Berkeley CA 02/2015 03/2017
J. P. Morgan Securities Llc Walnut Creek CA 09/2021 Present
  • 04/2018 → 09/2021
    J.P. Morgan Securities Llc
    Richmond, CA
  • 03/2017 → 09/2021
    Jpmorgan Chase Bank, N.A.
    Richmond, CA
  • 02/2015 → 03/2017
    Bank Of America
    Berkeley, CA
  • 09/2021 → Present
    J. P. Morgan Securities Llc
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-19
S63 Uniform Securities Agent State Law Examination 2018-08-03
  • S66 Uniform Combined State Law Examination
    2021-11-19
  • S63 Uniform Securities Agent State Law Examination
    2018-08-03
Other Names
  • Jely Lorenzo
  • Jely T Lorenzo
  • Jely Tugna Lorenzo

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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