Peter Alexander Lazor

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

• 07/2013 → 11/2017
  J.P. Morgan Securities Llc
  New York, NY
• 07/2013 → 11/2017
  Jpmorgan Chase Bank Na
  New York, NY
• 12/2017 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Short Hills, NJ
• 06/2022 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 06/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL

Previous Registrations

• 2018-02-05 → 2022-06-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Short Hills, NJ
  Florham Park, NJ
• 2011-01-31 → 2013-07-25
  Alliancebernstein L.P.
  New York, NY

Other Businesses

Entity Name: Koios Medical Investment related: No "Address: 242 W 38th St Floor 14, New York, NY 10018 Phone: (732) 529-5755 https://koiosmedical.com/" Nature of the other business: Medical Position/Title/Relationship: Employee/Contractor Start Date: 06/01/2017 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I have no active role in Koios except for the fact that I invested funds into the at its start. It is a proprietary algorithms on ultrasound images of breast lesions all tied to pathology results or at least 1-year follow-up. Effective 6/29/2022 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.

Exams

• S66 Uniform Combined State Law Examination
  2011-01-28

Other Names

• Peter Alexander Lazor
• Peter Lazor