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Lisa Sofie Kuhlenbeck

J.P. Morgan Securities LLC

New York, NY

CRD 7994341

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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
NY RA APPROVED 2024-10-24
TX RA APPROVED 2024-10-24
  • NY RA
    APPROVED
    Since 2024-10-24
  • TX RA
    APPROVED
    Since 2024-10-24

Branch Locations

270 Park Avenue, Floor 25 & 43, New York, NY 10017 • 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
Jpmorgan Chase Bank, N.A. New York NY 10/2024 Present
J.P. Morgan Securities Llc New York NY 10/2024 Present
J.P. Morgan Ag Frankfurt Am Main 04/2021 09/2024
Bnp Paribas Nuernberg 10/2020 02/2021
Scalable Capital Munich 07/2020 09/2020
Convergys Osnabrueck 09/2016 07/2017
American Institute For Foreign Study Arlington VA 08/2015 09/2016
Maastricht University Maastricht 09/2017 07/2020
Unemployed Osnabrueck 08/2017 08/2017
Unemployed Osnabrueck 03/2021 03/2021
  • 10/2024 → Present
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 10/2024 → Present
    J.P. Morgan Securities Llc
    New York, NY
  • 04/2021 → 09/2024
    J.P. Morgan Ag
    Frankfurt Am Main
  • 10/2020 → 02/2021
    Bnp Paribas
    Nuernberg
  • 07/2020 → 09/2020
    Scalable Capital
    Munich
  • 09/2016 → 07/2017
    Convergys
    Osnabrueck
  • 08/2015 → 09/2016
    American Institute For Foreign Study
    Arlington, VA
  • 09/2017 → 07/2020
    Maastricht University
    Maastricht
  • 08/2017 → 08/2017
    Unemployed
    Osnabrueck
  • 03/2021 → 03/2021
    Unemployed
    Osnabrueck
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-18
  • S66 Uniform Combined State Law Examination
    2024-09-18

View on SEC IAPD

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