Lindsey Grace Jones

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

• 07/2024 → Present
  J.P. Morgan Securities Llc
  Fort Worth, TX
• 07/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Fort Worth, TX
• 06/2023 → 08/2023
  Jpmorgan Chase Bank
  Fort Worth, TX
• 05/2018 → 08/2022
  Willowbrook Country Club
  Tyler, TX
• 06/2022 → 08/2022
  Legacy Mortgage Group
  Tyler, TX
• 06/2019 → 07/2022
  East Texas Aquatic Swim Club
  Tyler, TX
• 08/2020 → 06/2024
  Texas A&M University
  College Station, TX
• 07/2014 → 04/2018
  Unemployed
  Tyler, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-10-06

Other Names

• Lindsey Grace Jones
• Lindsey Jones