Lisa Jaboro, financial advisor Bloomfield Hills MI
90 score

Lisa Jaboro

CRD Number: 5934926
Current Firm: J.p. Morgan Securities LLC

Lisa Jaboro (CRD# 5934926) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bloomfield Hills, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC West Bloomfield, MI Oct 2014 - Current 2
Raymond James & Associates Auburn Hills, MI Jan 2014 - Oct 2014 < 1
Wells Fargo Advisors LLC Birmingham, MI Jun 2011 - Jan 2014 2
Aja Insurance Agency, Dba, Premier Insurance 22 Waterford, MI Jun 2008 - Jun 2011 3
L & J Insurance Agency, Dba, Premier Insurance Agency 17 Centerline, MI Jun 2006 - Dec 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Lisa B. Jaboro
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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