Lucile Ionescu (CRD# 7315372) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Washington, DC and has over 3 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a. | Washington, DC | Oct 2021 - Current | 2 |
| J.p. Morgan Securities LLC | Washington, DE | Oct 2021 - Current | 2 |
| 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 |
- DC
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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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