Jely LorenzoCRD Number: 6969937
Current Firm: J.p. Morgan Securities LLC
Jely Lorenzo (CRD# 6969937) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Walnut Creek, CA and has over 3 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Wealth & Tax Planners LLC
|J. P. Morgan Securities LLC||Walnut Creek, CA||Sep 2021 - Current||< 1|
|J.p. Morgan Securities LLC||Richmond, CA||Apr 2018 - Sep 2021||3|
|Jpmorgan Chase Bank, N.a.||Richmond, CA||Mar 2017 - Sep 2021||4|
|Bank Of America||Berkeley, CA||Feb 2015 - Mar 2017||2|
|Starbucks||El Cerrito, CA||Jun 2013 - Mar 2015||1|
|Unemployed||San Pablo, CA||May 2013 - Jun 2013||< 1|
|Unemployed||Union City, CA||Apr 2013 - May 2013||< 1|
|Randstad Staffing||Hayward, CA||Mar 2013 - Apr 2013||< 1|
|Mcdonalds||Castro Valley, CA||Jan 2012 - Apr 2013||1|
|Jollibee||Union City, CA||Feb 2010 - Oct 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2018|
|S66||NASAA Uniform Combined State Law Examination||Nov 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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