Lisa Ann Paraizo-Smith

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

• 11/2015 → 10/2023
  First Republic Securities Company, Llc
  Palm Beach, FL
• 11/2015 → Present
  First Republic Investment Management, Inc.
  Palm Beach, FL
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
• 10/2023 → Present
  Jp Morgan Chase Bank, N.A.
  Palm Beach Gardens, FL

Previous Registrations

• 2015-11-13 → 2025-03-21
  J.P. Morgan Private Wealth Advisors Llc
  Palm Beach, FL
  San Francisco, CA
  Palm Beach Gardens, FL
• 2012-08-15 → 2015-12-08
  Credit Suisse Securities (Usa) Llc
  West Palm Beach, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-13
• S63 Uniform Securities Agent State Law Examination
  2012-06-16

Other Names

• Lisa Ann Paraizo
• Lisa Ann Mcleish
• Lei Paraizo
• Lisa Ann Paraizo