Lorena Ochoa Figueroa

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

• 11/2018 → 01/2022
  Jpmorgan Chase Bank, N.A.
  Merced, CA
• 12/2019 → 01/2022
  J.P. Morgan Securities Llc
  Merced, CA
• 01/2017 → 08/2018
  Capital One
  Pearland, TX
• 07/2015 → 12/2016
  Regions Bank
  League City, TX
• 10/2018 → 11/2018
  Home Maker
  Atwater, CA
• 08/2018 → 10/2018
  Home Maker
  League City, TX
• 01/2022 → Present
  Jp Morgan Chase Bank, N.A.
  Fresno, CA
• 01/2022 → Present
  Jp Morgan Securities Llc
  Fresno, CA

Other Businesses

Entity Name: etsy shop izabellas bracelets Investment related: No Address: izabellasbracelets.etsy.com League City, Texas, 77573 Nature of the other business: E-Commerce Position/Title/Relationship: Owner/Partner Start Date: 11/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: daughter is minor. helping start etsy shop here she sells her handmade bracelets online. purchase materials for her crafting and help sell bracelets. help in managing retail online shop. no connection to jpmc.

Exams

• S66 Uniform Combined State Law Examination
  2020-05-28

Other Names

• Lore Figueroa
• Lori Ochoa
• Lorena Pena Ochoa
• Lorena Ochoa
• Lorena Aldana
• Lori Figueroa
• Lorena Figueroa