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Lisa J Kielmeyer

J.P. Morgan Securities LLC

Woodbury, NY

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-05-03
TX RA APPROVED_RES 2013-09-19
NJ RA APPROVED 2012-10-01
  • NY RA
    APPROVED
    Since 2021-05-03
  • TX RA
    APPROVED_RES
    Since 2013-09-19
  • NJ RA
    APPROVED
    Since 2012-10-01

Branch Locations

7920 Jericho Tpke, Woodbury, NY 11797 • 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
J.P. Morgan Securities Llc Woodbury NY 10/2012 Present
Jpmorgan Chase Bank, N.A. Woodbury NY 01/1992 Present
Previous Registrations
  • 1997-03-06 → 2012-10-01
    Chase Investment Services Corp.
    Woodbury, NY
    New York City, NY
    Mineola, NY
    Plainview, NY
    Hicksville, NY
    Plainview, NY
    Syosset, NY
    Jericho, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-02-13
S63 Uniform Securities Agent State Law Examination 1995-08-24
  • S65 Uniform Investment Adviser Law Examination
    1996-02-13
  • S63 Uniform Securities Agent State Law Examination
    1995-08-24
Other Names
  • Lisa Jaclyn Kielmeyer

View on SEC IAPD

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Other Offices

VANDERBILT ADVISORY SERVICES · WOODBURY, NY
CONSOLIDATED PORTFOLIO REVIEW CORP · WOODBURY, NY
FUSION FAMILY WEALTH, LLC · WOODBURY, NY
MML INVESTORS SERVICES, LLC · Woodbury, NY
WELLS FARGO CLEARING SERVICES, LLC · WOODBURY, NY
MML INVESTORS SERVICES, LLC · Woodbury, NY
MG PLANNING SERVICES, INC. · WOODBURY, NY
TRIDENT ADVISORS LLC · WOODBURY, NY

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