Lauren Elizabeth Paine

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

• 08/2014 → 11/2017
  Jeff Reeter (Northwestern Mutual)
  Houston, TX
• 10/2017 → 06/2018
  Northwestern Mutual Investment Services Llc
  Houston, TX
• 06/2018 → 01/2021
  Northwestern Mutual Life Insurance Company
  Houston, TX
• 01/2021 → 05/2023
  Avalon Investment & Advisory
  Houston, TX
• 01/2021 → 04/2023
  Avalon Wealth Management, Llc
  Houston, TX
• 05/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto
• 05/2023 → 07/2023
  Ci Avalon Private Wealth
  Houston, TX
• 07/2023 → Present
  Jpmorgan Chase Bank Na
  Houston, TX
• 07/2023 → Present
  Jpmorgan Securities Llc
  Houston, TX

Previous Registrations

• 2023-05-02 → 2023-08-15
  Corient
  Houston, TX
  Miami, FL
• 2021-09-06 → 2023-07-21
  Avalon Investment & Advisory
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-04
• S63 Uniform Securities Agent State Law Examination
  2018-09-28

Other Names

• Lauren Elizabeth Paine
• Lauren Elizabeth Paine
• Lauren E Paine