Lyndon J Westerberg

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

• 01/1996 → Present
  Jpmorgan Chase Bank, N.A.
  Fort Worth, TX
• 10/2003 → Present
  J.P. Morgan Securities Llc
  Fort Worth, TX

Previous Registrations

• 2008-08-06 → 2008-10-01
  J.P. Morgan Securities Inc.
  Dallas, TX
  Arlington, TX
  Dallas, TX
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-02
• S63 Uniform Securities Agent State Law Examination
  2004-01-12

Designations

• Chartered Financial Analyst

Other Names

• Lyndon Westerberg
• Lyndon John Westerberg