Carson Anne Lucas
Investment adviser representative at J.P. Morgan Securities LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Sloth Fits, LLCMay 2024 to now
- J.P. Morgan Securities LLCNov 2022 to now
- JPMorgan Chase Bank, N.A.Nov 2022 to now
- Club PilatesFeb 2026 to May 2026
- Tailwater Capital LLCMay 2022 to Oct 2022
- JPMorgan Securities LLCMar 2020 to Apr 2022
- JPMorgan Chase Bank NAJul 2017 to Apr 2022
- Starbucks (hyatt Regency)Aug 2016 to Jun 2017
- Tulane University School of MedicineNov 2013 to Jan 2017
- Tulane UniversityAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 7241156
- Firm CRD
- 79