Michael Lipani (CRD# 6017042) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New City, NY and has over 10 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spqr Properties | Webster, NY | Apr 2022 - Current | 1 |
| Jp Morgan Securities, LLC | New City, NY | Nov 2017 - Current | 6 |
| Mfl Properties | Webster, NY | Apr 2022 - Apr 2022 | < 1 |
| Citizens Securities, Inc. | Newark, NY | Apr 2017 - Oct 2017 | < 1 |
| Citizens Securities, Inc. | Rochester, NY | Feb 2015 - Apr 2017 | 2 |
| Citizens Bank | Rochester, RI | Jan 2014 - Apr 2017 | 3 |
| Jp Morgan Securities LLC | Rochester, NY | Oct 2012 - Jan 2014 | 1 |
| Jpmorgan Chase Bank | Rochester, NY | Mar 2011 - Jan 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2013 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- NJ
- NY
- TX
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Total Assets Under Management212,929MILLIONS
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Total Number of Accounts982,795ACCOUNTS
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Average Account Value$216,656
- A percentage of assets under your management
- Other
- Financial planning services
- 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)
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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