Lucy Samuel

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 → 08/2018
  Sacred Heart Academy
  Louisville, KY
• 08/2018 → 08/2022
  University Of Alabama
  Birmingham, AL
• 04/2018 → 08/2019
  Babalu
  Birmingham, AL
• 08/2019 → 08/2020
  Showstoppers Dance Co
  Birmingham, AL
• 08/2019 → 07/2020
  Dyrons Low Country
  Birmingham, AL
• 04/2021 → 08/2022
  Wileybros Aintree Capital
  Nashville, TN
• 11/2020 → 12/2023
  Southern Broadway Dance Experience
  Nashville, TN
• 07/2022 → 12/2023
  Body Rok
  Nashville, TN
• 01/2024 → Present
  J.P. Morgan Securities Llc
  Los Angeles, CA
• 01/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Los Angeles, CA
• 08/2022 → 12/2023
  &Partners
  Nashville, TN
• 07/2024 → Present
  Bodyrok
  Santa Monica, CA

Previous Registrations

• 2023-02-17 → 2023-12-18
  &Partners
  Nashville, TN

Other Businesses

Entity Name: Bodyrok Investment related: No "Address: 1417 2nd St suite b, Santa Monica, CA 90401 https://bodyrok.com/studio/santa-monica/" Nature of the other business: Fitness Position/Title/Relationship: Employee/Contractor Start Date: 07/14/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Pilates instructor

Exams

• S66 Uniform Combined State Law Examination
  2023-02-10

Other Names

• Lucy Samuel
• Emily Lucille Samuel