Lauren Mcpartland

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

• 07/2022 → Present
  First Republic Investment Management, Inc
  San Francisco, CA
• 01/2023 → 10/2023
  First Republic Securities Company, Llc
  San Francisco, CA
• 08/2020 → 06/2022
  Ace Hardware
  Lafayette, CA
• 06/2021 → 08/2021
  Enterprise Rent-A-Car
  Walnut Creek, CA
• 05/2019 → 08/2019
  Over The Moon Creamery
  San Francisco, CA
• 08/2018 → 06/2022
  St Mary's College Of California
  Moraga, CA
• 08/2014 → 06/2018
  Sacred Heart Cathedral Preparatory
  San Francisco, CA
• 09/2023 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA
• 10/2023 → Present
  Jp Morgan Chase Bank, N.A.
  San Francisco, CA

Previous Registrations

• 2023-03-21 → 2025-03-21
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-03-18

Other Names

• Lauren Marie Mcpartland