Eric Lebedin

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

• 06/2017 → 08/2017
  Cantor Fitzgerald
  New York, NY
• 08/2013 → 12/2017
  Syracuse University
  Syracuse, NY
• 01/2018 → 07/2018
  Unemployed
  Laurel Hollow, NY
• 08/2018 → 11/2019
  New York Life Insurance Company
  New York, NY
• 08/2018 → 11/2019
  Nylife Securities Llc
  New York, NY
• 08/2020 → 04/2022
  Morgan Stanley
  New York, NY
• 12/2019 → 07/2020
  Mindlance
  Long Island City, NY
• 05/2022 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 05/2022 → Present
  Jpmorgan Securities Llc
  New York, NY

Previous Registrations

• 2021-07-27 → 2022-05-10
  Morgan Stanley
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-07-27

Other Names

• Eric Andrew Lebedin