Lake Lapp
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCMay 2021 to now
- Jpmc Bank Na (southwest)May 2021 to now
- Equitable Advisors, LLCNov 2020 to Apr 2021
- Equitable Financial Life Insurance CoNov 2020 to Apr 2021
- UnemployedJun 2020 to Oct 2020
- Securities America, Inc.Jun 2018 to May 2020
- Advisor Group, Inc.Jun 2018 to Feb 2020
- North Star Financial PartnersMay 2017 to Aug 2017
- Creighton UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6945784
- Firm CRD
- 79