Lorenzo TreadwayCRD 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 3 years of experience in the finance industry.
Argent Advisors, Inc.
Raymond James Financial Services Advisors, Inc.
Century Securities Associates Inc.
|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|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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