Michael W Lassiter
Investment adviser representative at J.P. Morgan Securities LLC
18 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Ps 139 Accounting Services LLCFeb 2025 to now
- J.P. Morgan Securities LLCJun 2021 to now
- JPMorgan Chase Bank (tx)Jun 2021 to now
- Any Occasion EntertainmentJan 2008 to now
- Select Quote/inside ResponseSep 2020 to May 2021
- LPL Financial LLCAug 2018 to Jun 2021
- UnemployedSep 2017 to Jul 2018
- Bbva Wealth Solutions IncJun 2015 to Jul 2017
- Bbva Securities IncMay 2013 to Jul 2017
- Bbva Compass Insurance Agency, Inc.Sep 2012 to Aug 2017
- Compass BankSep 2012 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4999822
- Firm CRD
- 79