Ashley Marie Allen lothian
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$429.7BFirm assets
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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
11 years in the industry.
- J.P. Morgan Securities LLCJul 2026 to now
- Ironbound Performance AthleticsAug 2024 to now
- JPMorgan Chase Bank, N.A.Jan 2024 to now
- J.P. Morgan Securities LLCJan 2024 to Jul 2025
- Franklin TempletonApr 2021 to Jan 2024
- Goldman SachsJul 2019 to Apr 2021
- UnemployedMay 2019 to Jul 2019
- Mta NY City TransitOct 2018 to Oct 2018
- Capital Research /capital GroupJun 2018 to Aug 2018
- Columbia UnversitySep 2017 to May 2019
- FidelityFeb 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5665376
- Firm CRD
- 79