Felix Lezcano

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

Authority	Category	Status	Date
TX	RA	APPROVED	2013-09-13
FL	RA	APPROVED	2012-10-01

TX RA
APPROVED

Since 2013-09-13
FL RA
APPROVED

Since 2012-10-01

Branch Locations

8784 Sunset Drive, Miami, FL 33173 • 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

Organization	City	State	From	To
J.P. Morgan Securities Llc	Miami	FL	10/2012	Present
H & Fl Family Investment Group Llc	Miami	FL	03/2022	Present

10/2012 → Present

J.P. Morgan Securities Llc

Miami, FL
03/2022 → Present

H & Fl Family Investment Group Llc

Miami, FL

Previous Registrations

2011-10-05 → 2012-10-01

Chase Investment Services Corp.

Miami, FL

Miami, FL

Hialeah, FL

Other Businesses

Entity Name: H & FL Family Investment Group LLC Investment related: No Address: 14303 SW 134th Ct, Miami, FL 33186 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/04/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The business will purchase real estate lots for potential future development of single family homes

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-09-30

S66 Uniform Combined State Law Examination

2011-09-30

Designations

Certified Financial Planner

View on SEC IAPD