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Jessica Lara Casey

Five Lakes Advisory LLC

Richmond, VA

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Current Employers
Five Lakes Advisory Llc

Richmond, VA • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-03-17
  • VA RA
    APPROVED
    Since 2026-03-17

Branch Locations

Richmond, VA • 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 New York NY 08/2014 03/2025
Jpmorgan Chase Bank Na New York NY 08/2014 03/2025
Five Lakes Advisory Richmond VA 11/2025 Present
Five Lakes Management Richmond VA 04/2025 Present
  • 08/2014 → 03/2025
    J.P. Morgan Securities Llc
    New York, NY
  • 08/2014 → 03/2025
    Jpmorgan Chase Bank Na
    New York, NY
  • 11/2025 → Present
    Five Lakes Advisory
    Richmond, VA
  • 04/2025 → Present
    Five Lakes Management
    Richmond, VA
Previous Registrations
Other Businesses

FIVE LAKES MANAGEMENT; NOT INVESTMENT RELATED; RICHMOND, VA; TRUSTEE SERVICES; CO-TRUSTEE; START 04/2025; 40 HOURS PER MONTH; 40 HOURS PER MONTH DURING SECURITIES TRADING; PROVIDES TRUSTEE SERVICES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-29
S63 Uniform Securities Agent State Law Examination 2014-09-29
  • S65 Uniform Investment Adviser Law Examination
    2024-03-29
  • S63 Uniform Securities Agent State Law Examination
    2014-09-29
Other Names
  • Jessica Alvarez
  • Jessica Lara Alvarez

View on SEC IAPD

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