Lillian Simone Bloomberg
Investment adviser representative at J.P. Morgan Securities LLC
12 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
12 years in the industry.
- J.P. Morgan Securities LLCJun 2020 to now
- JPMorgan Chase Bank, N.A.Jun 2020 to now
- PNC Financial Services GroupMay 2019 to Aug 2019
- Viatran PrintingMay 2018 to Aug 2018
- Brick Street Bar and GrillApr 2018 to Mar 2020
- Kona BistroAug 2017 to Oct 2017
- Hanna AnderssonJun 2017 to Jan 2018
- Tropical Smoothie CafeJun 2017 to Aug 2017
- Miami UniversityAug 2016 to May 2020
- Laurier Catering CompanyApr 2016 to Aug 2019
- Mendon Meadows MarketplaceAug 2014 to Jan 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 (NY, 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
- 7269028
- Firm CRD
- 79