Paul LorenzettiCRD Number: 5050323
Current Firm: J.p. Morgan Securities LLC
Paul Lorenzetti (CRD# 5050323) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 15 years 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||Nov 2017 - Current||4|
|Jpmorgan Securities, LLC||New York, NY||Nov 2017 - Current||4|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Nov 2017||2|
|Morgan Stanley Smith Barney||Purchase, NY||Jun 2009 - Nov 2017||8|
|Morgan Stanley & Company Incorporated||Purchase, NY||Aug 2008 - Nov 2017||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2006|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- 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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