Lindsey Philipp

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

• 02/2022 → Present
  Jpmorgan Chase Bank Na
  Birmingham, MI
• 02/2022 → Present
  Jpmorgan Securities Llc
  Birmingham, MI
• 06/2021 → 08/2021
  Jpmorgan Chase Bank Na
  Columbus, OH
• 02/2012 → 12/2019
  Dr. James Mertz
  Saginaw, MI
• 08/2017 → 12/2021
  Hillsdale College
  Hillsdale, MI
• 01/2020 → 01/2022
  Mertz-Bricker Family Dentistry
  Saginaw, MI
• 07/2020 → 08/2020
  Plante Moran
  Southfield, MI
• 07/2021 → 07/2021
  Hillsdale College
  Hillsdale, MI
• 06/2018 → 07/2018
  Hillsdale College
  Hillsdale, MI
• 06/2017 → 07/2017
  Hillsdale College
  Hillsdale, MI
• 10/2021 → 05/2024
  Beautycounter
  Santa Monica, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-06-09

Other Names

• Lindsey R Mertz
• Lindsey Rose Mertz
• Lindsey Mertz