Madeline Lipp Class

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

• 07/2018 → 06/2021
  Jpmorgan Chase Bank, N.A.
  Los Angeles, CA
• 07/2018 → 06/2021
  Jpmorgan Securities, Llc.
  Los Angeles, CA
• 06/2017 → 05/2018
  Kellogg School Of Management
  Evanston, IL
• 09/2013 → 06/2017
  Northwestern University
  Evanston, IL
• 09/2013 → 06/2018
  Northwestern University
  Evanston, IL
• 06/2008 → 08/2017
  Self-Employed
  Lake Forest, IL
• 06/2021 → Present
  Jpmorgan Chase Bank, N.A.        
  New York, NY
• 06/2021 → Present
  J.P. Morgan Securities Llc        
  New York, NY

Other Businesses

Entity Name: First Class Lacrosse Investment related: No Address: https://www.1stclasslax.com/ Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 07/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: There's no similarity or connection to JP Morgan. First Class Lacrosse is a lacrosse training and events business. My role as an after hours mentor would be to provide mentorship and guidance to student-athletes and my time commitment would be limited to hosting one 30-minute virtual call or zoom per month, typically on a weekend.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-12
• S63 Uniform Securities Agent State Law Examination
  2018-12-04

Other Names

• Madeline K Lipp