Lucile Ionescu, financial advisor Washington DC

Lucile Ionescu

CRD Number: 7315372
Current Firm: J.p. Morgan Securities LLC

Lucile Ionescu (CRD# 7315372) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Washington, DC and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank, N.a. Washington, DC Oct 2021 - Current < 1
J.p. Morgan Securities LLC Washington, DE Oct 2021 - Current < 1
Td Ameritrade Omaha, NE Nov 2020 - Oct 2021 < 1
Charles Schwab & Company Omaha, NE Nov 2020 - Oct 2021 < 1
Unemployed Maple Glen, PA Apr 2020 - Oct 2020 < 1
Estudiarenusa Malaga, Jan 2020 - Mar 2020 < 1
Unemployed Maple Glen, PA Dec 2019 - Dec 2019 < 1
Forum Language Experience Malaga, Mar 2019 - Nov 2019 < 1
Dickinson College Carlisle, PA Sep 2018 - May 2019 < 1
Dickinson College Dickinson College, PA Aug 2015 - May 2019 3
Forum Language Experience Carlisle, PA May 2018 - Jul 2018 < 1
Flourtown Swim Club Flourtown, PA May 2017 - Jul 2017 < 1
Kevane Swim School LLC Fort Washington, PA Dec 2016 - Jan 2017 < 1
Flourtown Swim Club Flourtown, PA Jun 2016 - Aug 2016 < 1
Dickinson College Dining Services Carlisle, PA Aug 2015 - May 2016 < 1
Unemployed Maple Glen, PA Oct 2011 - Jul 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2021
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Lucile Ionescu
Phone Number: 800-999-2000
Firm Website: https://www.chase.com
Registered State(s):
  • DC
  • 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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