Lorenzo Treadway, financial advisor Monroe LA
89 score

Lorenzo Treadway

CRD Number: 6078291
Current Firm: J.p. Morgan Securities LLC

Lorenzo Treadway (CRD# 6078291) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Monroe, LA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Monroe, LA Oct 2012 - Current 4
Jpmorgan Chase Bank Monroe, LA Oct 2011 - Current 5
Chase Investment Services Corp Monroe, LA May 2012 - Oct 2012 < 1
Unemployed Monroe, LA May 2011 - Sep 2011 < 1
At&t Lewisville, TX Oct 2010 - May 2011 < 1
At&t Monroe, LA Nov 2009 - Oct 2010 < 1
Bancorpsouth Monroe, LA May 2008 - Aug 2009 1
La. Tech University Ruston, LA Sep 2003 - Sep 2008 5
Regions Bank Ruston, LA Aug 2006 - Jul 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Lorenzo C. Treadway
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • LA
  • 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
89
Clean Record
This advisor has a clean track record with regulators.

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