Jessica Lara Casey

Employer firm

Five Lakes Advisory LLC CRD 339766

Reported services (Item 5G)

Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers

Five Lakes Advisory Llc

Richmond, VA • United States

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

2024-04-02 → 2025-03-31

J.P. Morgan Securities Llc

New York, NY

New York, NY

New York, NY

Richmond, VA

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

Code	Exam	Date
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