Lauren A. Vogel

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

• 07/2014 → 04/2018
  Jpmorgan Chase Bank Na
  New York, NY
• 09/2020 → 03/2022
  Morgan Stanley
  New York, NY
• 08/2018 → 08/2020
  University Of Pennsylvania - The Wharton School
  Philadelphia, PA
• 02/2021 → 03/2022
  Morgan Stanley Private Bank Na
  New York, NY
• 03/2022 → Present
  Jpmorgan Chase Bank Na
  Greenwich, CT
• 03/2022 → Present
  Jpmorgan Securities Llc
  Greenwich, CT
• 06/2019 → 08/2019
  Pimco
  London
• 05/2018 → 07/2018
  Unemployed
  Darien, CT

Previous Registrations

• 2021-01-26 → 2022-02-18
  Morgan Stanley
  New York, NY

Other Businesses

Entity Name: Greenwich Riding & Trails Association Investment related: Yes Address: https://thegrta.org/Mailing: The GRTAPO Box 1403 Greenwich, CT 06836? Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 02/11/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: A director of the organization. To aid in general decision making inclusive of events, foundation investments, fundraising. I have been asked to help aid the treasurer in overall asset allocation decisions.

Exams

• S66 Uniform Combined State Law Examination
  2021-01-25
• S63 Uniform Securities Agent State Law Examination
  2014-10-20

Other Names

• Lauren Vogel
• Lauren Anne Vogel