Bridget LillisCRD Number: 7134917
Current Firm: J.p. Morgan Securities LLC
Bridget Lillis (CRD# 7134917) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has 1 year of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Jpmorgan Chase Bank, N.a.||New York, NY||Jun 2019 - Current||2|
|Jpmorgan Securities, LLC||New York, NY||Jun 2019 - Current||2|
|Canisius College||Buffalo, NY||Aug 2015 - May 2019||3|
|Strategic Financial Solutions||New York And Buffalo, NY||Jun 2018 - Apr 2019||< 1|
|Canisius College Fund Call Center||Buffalo, NY||Sep 2017 - May 2018||< 1|
|Bunim-murray/lifetime Television||New York, NY||May 2017 - Sep 2017||< 1|
|New Caps LLC||New York, NY||Jul 2017 - Aug 2017||< 1|
|Bronxville Field Club||Bronxville, NY||Jun 2013 - Jun 2017||4|
|The Ursuline School||New Rochelle, NY||Jun 2009 - May 2015||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2021|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- 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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