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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 2026-06-30
TX RA APPROVED 2026-06-30
  • NY RA
    APPROVED
    Since 2026-06-30
  • TX RA
    APPROVED
    Since 2026-06-30

Branch Locations

277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • 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
East Wind Securities, Llc New York NY 03/2026 06/2026
Polanco Social (Thyme & Tonic) New York NY 07/2025 06/2026
Malka (Restaurant, The Good People Group) New York NY 09/2025 11/2025
Self-Employed New York NY 09/2016 Present
Royal Caribbean Group Llc Miami FL 02/2020 05/2020
Hershey Entertainment Hershey PA 05/2019 08/2019
The Carlebach Synagogue New York NY 08/2025 01/2026
Berklee College Of Music Vero Beach FL 09/2017 12/2021
J.P. Morgan Securities Llc New York NY 06/2026 Present
Jpmorgan Chase Bank, N.A. New York NY 06/2026 Present
Golden Child Artists New York City NY 05/2024 05/2024
Jazz House Kids Montclair NJ 05/2023 06/2023
  • 03/2026 → 06/2026
    East Wind Securities, Llc
    New York, NY
  • 07/2025 → 06/2026
    Polanco Social (Thyme & Tonic)
    New York, NY
  • 09/2025 → 11/2025
    Malka (Restaurant, The Good People Group)
    New York, NY
  • 09/2016 → Present
    Self-Employed
    New York, NY
  • 02/2020 → 05/2020
    Royal Caribbean Group Llc
    Miami, FL
  • 05/2019 → 08/2019
    Hershey Entertainment
    Hershey, PA
  • 08/2025 → 01/2026
    The Carlebach Synagogue
    New York, NY
  • 09/2017 → 12/2021
    Berklee College Of Music
    Vero Beach, FL
  • 06/2026 → Present
    New York, NY
  • 06/2026 → Present
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 05/2024 → 05/2024
    Golden Child Artists
    New York City, NY
  • 05/2023 → 06/2023
    Jazz House Kids
    Montclair, NJ
Other Businesses

Effective 6/15/2026 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. Self-employed Musician Not investment-related 698 West End Avenue, 1D, New York, NY, 10025 September, 2016 10-50 hours per month 0 hours during securities trading hours Play music with bands that contract me to fill out their orchestration

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-20
  • S66 Uniform Combined State Law Examination
    2026-04-20
Other Names
  • Ian Lazan
  • Ian Garrett Lazan

View on SEC IAPD

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