Lloyd Archibald, financial advisor Jacksonville FL

Lloyd Archibald

CRD Number: 5971974
Current Firm: J.p. Morgan Securities LLC

Lloyd Archibald (CRD# 5971974) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Jacksonville, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Chase Bank, N.a. Jacksonville, FL Jan 2021 - Current < 1
J.p. Morgan Securities, LLC Jacksonville, FL Jan 2021 - Current < 1
Raymond James & Associates Jacksonville, FL Jan 2018 - Jan 2021 3
Camarda Wealth Advisory Group Fleming Island, FL May 2017 - Jan 2018 < 1
Cetera Investment Advisers LLC Jacksonville, FL Jul 2015 - May 2017 1
Cetera Investment Services LLC Jacksonville, FL Jul 2015 - May 2017 1
Regions Bank Jacksonville, FL Jun 2015 - May 2017 1
Jp Morgan Chase Bank Jacksonville, FL Aug 2013 - Jun 2015 1
Jpmorgan Securities LLC Jacksonville, FL Aug 2013 - Jun 2015 1
Merrill Lynch, Pierce, Fenner & Smith Jacksonville, FL Jul 2012 - Aug 2013 1
Bank Of America Jacksonville, FL Aug 2011 - Aug 2013 2
Merrill Lynch, Pierce, Fenner & Smith Jacksonville, FL Aug 2011 - Jan 2012 < 1
Unemployed Saint Augustine, FL Mar 2011 - Jul 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Lloyd W. Archibald
Phone Number: 800-999-2000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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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