Larry L Stoner

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

• 08/2015 → 11/2024
  Bankers Life & Casualty
  Baton Rouge, LA
• 03/2019 → 11/2024
  Bankers Life Securities
  Baton Rouge, LA
• 08/2020 → 11/2024
  Bankers Life Advisory Services
  Baton Rouge, LA
• 11/2024 → Present
  Jpmorgan Chase Bank, N.A.
  New Orleans, LA
• 11/2024 → Present
  J.P. Morgan Securities Llc
  New Orleans, LA

Previous Registrations

• 2020-09-23 → 2024-11-13
  Bankers Life Advisory Services, Inc.
  Chicago, IL
  Jacksonville, FL
  Baton Rouge, LA

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-09-29
• S65 Uniform Investment Adviser Law Examination
  2020-08-27

Other Names

• Larry Lynn Stoner
• Larry Lynn Stoner