Ashley Marie Allen Lothian

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

• 07/2026 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 08/2024 → Present
  Ironbound Performance Athletics
  Jersey City, NJ
• 01/2024 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 01/2024 → 07/2025
  J.P. Morgan Securities Llc
  New York, NY
• 04/2021 → 01/2024
  Franklin Templeton
  New York, NY
• 07/2019 → 04/2021
  Goldman Sachs
  New York, NY
• 05/2019 → 07/2019
  Unemployed
  New York, NY
• 09/2017 → 05/2019
  Columbia Unversity
  New York , NY
• 10/2018 → 10/2018
  Mta Ny City Transit
  New York, NY
• 06/2018 → 08/2018
  Capital Research /Capital Group
  San Fransisco, CA
• 02/2015 → 08/2017
  Fidelity
  Alexandria, VA

Previous Registrations

• 2015-04-30 → 2017-08-11
  Strategic Advisers Llc
  Alexandria, VA
• 2014-07-25 → 2015-02-04
  Wells Fargo Clearing Services, Llc
  Pasadena, MD
  Columbia, MD
• 2013-02-15 → 2014-07-10
  Strategic Advisers Llc
  Annapolis, MD

Other Businesses

NAME OF OTHER BUSINESS:Ironbound Performance Athletics IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:334 2nd Street,Jersey City,NJ,07302,USA NATURE OF OTHER BUSINESS:Fitness/Gym YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Independent contractor or employee of another company START DATE OF YOUR RELATIONSHIP:2024-08-01 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:10 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Part time fitness coach IS THIS A RESIDENTIAL ADDRESS?:No

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-02-07
• S66 Uniform Combined State Law Examination
  2012-02-23

Designations

• Certified Financial Planner

Other Names

• Ashley M Allen
• Ashley Marie Allen