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Joshua D. Lutz

J.P. Morgan Securities LLC

Utica, MI

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-05-01
  • MI RA
    APPROVED
    Since 2025-05-01

Branch Locations

45303 Van Dyke, Utica, MI 48317 • 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
Equitable Advisors, Llc Troy MI 02/2023 04/2025
Florida State University Campus Recreation Talahassee FL 05/2019 04/2022
Equitable Financial Life Insurance Troy MI 03/2023 01/2025
J.P. Morgan Securities Llc Utica MI 04/2025 Present
Jpmorgan Chase Bank, N.A. Utica MI 04/2025 Present
Unemployed Tallahassee FL 01/2016 04/2019
Unemployed Talahassee FL 05/2022 02/2023
  • 02/2023 → 04/2025
    Equitable Advisors, Llc
    Troy, MI
  • 05/2019 → 04/2022
    Florida State University Campus Recreation
    Talahassee, FL
  • 03/2023 → 01/2025
    Equitable Financial Life Insurance
    Troy, MI
  • 04/2025 → Present
    J.P. Morgan Securities Llc
    Utica, MI
  • 04/2025 → Present
    Jpmorgan Chase Bank, N.A.
    Utica, MI
  • 01/2016 → 04/2019
    Unemployed
    Tallahassee, FL
  • 05/2022 → 02/2023
    Unemployed
    Talahassee, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-25
  • S66 Uniform Combined State Law Examination
    2023-07-25
Other Names
  • Josh D Lutz
  • Joshua Daniel Lutz

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · UTICA, MI
EDWARD JONES · Utica, MI
OSAIC WEALTH, INC. · UTICA, MI
PRINCIPAL SECURITIES, INC. · Utica, MI
COMMONWEALTH FINANCIAL NETWORK · UTICA, MI
OSAIC WEALTH, INC. · Utica, MI
STRATEGIC WEALTH ADVISORS GROUP, INC. · UTICA, MI
EDWARD JONES · STERLING HEIGHTS, MI

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