Lori Carol Lindley
Investment adviser representative at Tolleson Private Wealth Management
16 yearsExperience
1 stateRegistered in
$9.3BFirm assets
26 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Tolleson Private Wealth ManagementJun 2024 to now
- J.P. Morgan Securities LLC��������May 2010 to now
- JPMorgan Chase Bank, N.A.�������������Aug 2021 to Jun 2026
- J.P. Morgan Clearing Corp.Jan 2011 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Tolleson Private Wealth Management
Legal name: Tolleson Private Wealth Management, LLC
$9.3BAssets managed
224Clients
34Advisers
26 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
- 5458534
- Firm CRD
- 111838