Jely Lorenzo, financial advisor Walnut Creek CA

Jely Lorenzo

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jely Lorenzo
Phone Number: 800-999-2000
Firm Website: https://www.chase.com
Registered State(s):
  • CA
  • 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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