Lindsay Shappee, financial advisor Austin TX

Lindsay Shappee

CRD Number: 6112213
Current Firm: J.p. Morgan Securities LLC

Lindsay Shappee (CRD# 6112213) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Austin, TX and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Austin, TX Mar 2013 - Current 11
Stitch Fix Austin, TX Aug 2017 - May 2018 < 1
Nerium International LLC Addison, TX Oct 2014 - Sep 2017 2
R2g Fitness Round Rock, TX Jun 2012 - Sep 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Lindsay Shappee
Phone Number: 800-999-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, WY

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