Bridget Lillis

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

• 06/2019 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2019 → Present
  Jpmorgan Securities, Llc.
  New York, NY
• 06/2013 → 06/2017
  Bronxville Field Club
  Bronxville, NY
• 05/2017 → 09/2017
  Bunim-Murray/Lifetime Television
  New York, NY
• 09/2017 → 05/2018
  Canisius College Fund Call Center
  Buffalo, NY
• 06/2018 → 04/2019
  Strategic Financial Solutions
  New York And Buffalo, NY
• 08/2015 → 05/2019
  Canisius College
  Buffalo, NY
• 07/2017 → 08/2017
  New Caps Llc
  New York, NY

Other Businesses

I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-11
• S63 Uniform Securities Agent State Law Examination
  2021-01-16

Other Names

• Bridget Mae Lillis