Mitchel Lopez, financial advisor Hammond IN
90 score

Mitchel Lopez

CRD Number: 5990366
Current Firm: J.p. Morgan Securities LLC

Mitchel Lopez (CRD# 5990366) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hammond, IN 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 Merrillville, IN Oct 2012 - Current 4
Hanover Township Trustee Hanover Township, IN Jan 2011 - Current 5
Jpmorgan Chase Bank Hammond, IN Sep 2010 - Current 6
Chase Investment Services Corp Hammond, IN Oct 2011 - Oct 2012 1
Workers Comp Saint John, IN Oct 2009 - Sep 2010 < 1
Southlake Auto-mall Merrillville, IN Jun 2006 - Oct 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Mitchel M. Lopez
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • IL
  • IN
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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