Lori PeggCRD Number: 2002639
Current Firm: J.p. Morgan Securities LLC
Lori Pegg (CRD# 2002639) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Amelia, OH and has over 24 years of experience in the finance industry.
Bullseye Investment Management, LLC
Lang Advisors LLC
Opus Capital Group, LLC
|J.p. Morgan Securities LLC||Cincinnati, OH||Oct 2012 - Current||5|
|Chase Investment Services Corp.||Cincinnati, OH||Mar 2010 - Oct 2012||2|
|Unemployed||Cincinnati, OH||Apr 2008 - Mar 2010||1|
|Fifth Third Securities, Inc.||Cincinnati, OH||Feb 1999 - Mar 2008||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1992|
|S66||NASAA Uniform Combined State Law Examination||Oct 2010|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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