Janice LorenzettiCRD Number: 5987174
Current Firm: J.p. Morgan Securities LLC
Janice Lorenzetti (CRD# 5987174) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New Canaan, CT and has over 6 years of experience in the finance industry.
Altium Wealth Management LLC
American Portfolios Advisors, Inc.
Karagosian Financial Services, Inc.
|J.p. Morgan Securities LLC||New Canaan, CT||Oct 2012 - Current||5|
|Chase Investment Services Corp||New Canaan, CT||Oct 2011 - Oct 2012||1|
|J.p.morgan Chase Bank, N.a||New Canaan, CT||Jan 2009 - Sep 2011||2|
|J.p.morgan Chase Bank N.a.||Fairfield, CT||Feb 2008 - Jan 2009||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- 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, WY