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Jimmy Lomas

J.P. Morgan Securities LLC

New York, NY

CRD 7594271

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-08-29
TX RA APPROVED 2022-08-29
  • NY RA
    APPROVED
    Since 2022-08-29
  • TX RA
    APPROVED
    Since 2022-08-29

Branch Locations

270 Park Avenue 22Nd And 23Rd Floors, New York, NY 10017 • 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
Jp Morgan Chase Bank, N.A. New York NY 07/2022 Present
Jp Morgan Securities, Llc New York NY 07/2022 Present
Wake Forest Campus Recreation Winston-Salem NC 02/2019 11/2021
Jp Morgan Private Bank Tampa FL 06/2021 08/2021
Lockheed Martin Corporation Orlando FL 06/2020 07/2020
Ahl Investment Management Winter Park FL 07/2019 08/2019
Unemployed Orlando FL 07/2012 02/2019
Unemployed Orlando FL 11/2021 07/2022
  • 07/2022 → Present
    Jp Morgan Chase Bank, N.A.
    New York, NY
  • 07/2022 → Present
    Jp Morgan Securities, Llc
    New York, NY
  • 02/2019 → 11/2021
    Wake Forest Campus Recreation
    Winston-Salem, NC
  • 06/2021 → 08/2021
    Jp Morgan Private Bank
    Tampa, FL
  • 06/2020 → 07/2020
    Lockheed Martin Corporation
    Orlando, FL
  • 07/2019 → 08/2019
    Ahl Investment Management
    Winter Park, FL
  • 07/2012 → 02/2019
    Unemployed
    Orlando, FL
  • 11/2021 → 07/2022
    Unemployed
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-27
  • S66 Uniform Combined State Law Examination
    2022-08-27
Other Names
  • Jimmy Lomas
  • James Lomas
  • James David Lomas

View on SEC IAPD

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