Paul Lorenzetti, financial advisor New York NY

Paul Lorenzetti

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Paul Lorenzetti
Phone Number: 800-999-2000
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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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