Lydia Armelin

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

Authority	Category	Status	Date
TX	RA	APPROVED	2022-03-28

TX RA
APPROVED

Since 2022-03-28

Branch Locations

Spring, TX • United States

9590 Six Pines Dr, The Woodlands, TX 77380 • United States

8201 Kuykendahl Rd, The Woodlands, TX 77382 • United States

6611 Fm 1488 Rd, Magnolia, TX 77354 • United States

38987 Buckeye Trl, Magnolia, TX 77354 • United States

10010 Woodlands Pkwy, The Woodlands, TX 77382 • United States

347 S Loop 336 W, Conroe, TX 77304 • United States

10665 Kuykendahl Road, The Woodlands, TX 77382 • United States

14202 Fm 2920, Tomball, TX 77377 • United States

8507 W New Harmony Trail, Tomball, TX 77375 • United States

9590 Six Pines Dr Tx, 77380, The Woodlands, TX 77380 • United States

Swc Fm 1488 And Spur 149 Rd , Magnolia , TX 77354 • United States

9496 Fm 1097 Rd W, Willis, TX 77318 • United States

3097 College Park Dr, The Woodlands, TX 77384 • United States

18801 Hwy 105 W, Montgomery, TX 77356 • United States

1320 West Davis St, Conroe, TX 77304 • United States

25025 I-45 North, Spring, TX 77380 • United States

4755 West Panther Creek Drive, The Woodlands, TX 77381 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Houston	TX	09/2016	03/2022
Bank Of America, N.A.	Houston	TX	09/2016	03/2022
Utegration	Houston	TX	01/2016	09/2016
J.P. Morgan Securities Llc	The Woodlands	TX	03/2022	Present
Jpmorgan Chase Bank, N.A.	The Woodlands	TX	03/2022	Present
Tav Houston Volleyball	Spring	TX	11/2022	07/2023

09/2016 → 03/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Houston, TX
09/2016 → 03/2022

Bank Of America, N.A.

Houston, TX
01/2016 → 09/2016

Utegration

Houston, TX
03/2022 → Present

J.P. Morgan Securities Llc

The Woodlands, TX
03/2022 → Present

Jpmorgan Chase Bank, N.A.

The Woodlands, TX
11/2022 → 07/2023

Tav Houston Volleyball

Spring, TX

Previous Registrations

2018-05-24 → 2022-03-23

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Magnolia, TX

Houston, TX

Austin, TX

Austin, TX

New York, NY

Austin, TX

Austin, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-05-23

S66 Uniform Combined State Law Examination

2018-05-23

Other Names

Lydia Bonner-Armelin
Lydia Gne' Bonner
Lydia Bonner Armelin
Lydia Armelin
Lydia Gnebonner Armelin
Lydia Gne Armelin

View on SEC IAPD