Bridget Lillis, financial advisor New York NY

Bridget Lillis

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Bridget Lillis
Phone Number: 800-999-2000
Firm Website: https://www.chase.com
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    229,725
    MILLIONS
  • Total Number of Accounts
    856,594
    ACCOUNTS
  • Average Account Value
    $268,184
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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