Lawrence Richard Louzon

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

• 10/1998 → 02/2018
  Scottrade, Inc.
  Grand Rapids, MI
• 03/2017 → 02/2018
  Scottrade Investment Management
  Grand Rapids, MI
• 02/2018 → 05/2023
  Td Ameritrade, Inc.
  Grandville, MI
• 02/2018 → 05/2023
  Td Ameritrade Investment Management, Llc
  Grandville, MI
• 01/2022 → 05/2023
  Charles Schwab & Co., Inc.
  Grand Rapids, MI
• 05/2023 → Present
  J.P. Morgan Securities Llc
  Cedar Springs, MI
• 05/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Cedar Springs, MI
• 12/2022 → 05/2023
  Charles Schwab
  Grand Rapids, MI
• 03/2018 → 11/2022
  Td Ameritrade
  Grandville, MI
• 04/2007 → 02/2018
  Scottrade
  Grand Rapids, MI

Previous Registrations

• 2022-01-26 → 2023-05-25
  Charles Schwab & Co., Inc.
  Grand Rapids, MI
• 2018-02-26 → 2023-05-25
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Grandville, MI
  Grand Rapids, MI
• 2018-02-27 → 2022-10-14
  Td Ameritrade, Inc.
  Grand Rapids, MI
• 2017-03-29 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-03-29
• S63 Uniform Securities Agent State Law Examination
  1999-07-26

Other Names

• Larry Louzon
• Larry R Louzon
• Larry Louzon
• Lawrence Richard Louzon
• Lawrence Richard Louzon