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Claudia Rea Lovell

J.P. Morgan Securities LLC

Los Angeles, CA

Newport Beach, CA

CRD 5177079

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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
TX RA APPROVED_RES 2023-09-07
CA RA APPROVED 2023-09-06
  • TX RA
    APPROVED_RES
    Since 2023-09-07
  • CA RA
    APPROVED
    Since 2023-09-06

Branch Locations

2029 Century Park East, Floor 37, Los Angeles, CA 90067 • United States

660 Newport Center Drive Suite 750, Newport Beach, CA 92660 • 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
Ubs Financial Services Weehawkend NJ 07/2006 04/2019
Jpmorgan Chase Bank, N.A. Los Angeles CA 05/2019 Present
First Republic Securities Company, Llc Los Angeles CA 05/2019 09/2023
J.P. Morgan Securities Llc Los Angeles CA 09/2023 Present
  • 07/2006 → 04/2019
    Ubs Financial Services
    Weehawkend, NJ
  • 05/2019 → Present
    Jpmorgan Chase Bank, N.A.
    Los Angeles, CA
  • 05/2019 → 09/2023
    First Republic Securities Company, Llc
    Los Angeles, CA
  • 09/2023 → Present
    J.P. Morgan Securities Llc
    Los Angeles, CA
Previous Registrations
  • 2019-05-15 → 2025-03-21
    J.P. Morgan Private Wealth Advisors Llc
    Los Angeles, CA
  • 2006-11-13 → 2019-06-19
    Ubs Financial Services Inc.
    Weehawken, NJ
    Weehawken, NJ
    Weehawken, NJ
    Los Angeles, CA
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-23
  • S66 Uniform Combined State Law Examination
    2006-10-23
Other Names
  • Claudia Rea
  • Claudia J Rea

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

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