Lionel W Ibonga
Investment adviser representative at J.P. Morgan Securities LLC
11 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
11 years in the industry.
- J.P. Morgan Securities LLCJul 2025 to now
- JPMorgan Chase Bank, N.A.Jul 2025 to now
- Ameriprise FinancialApr 2021 to Jul 2025
- Ameriprise Financial Services, LLCApr 2021 to Jul 2025
- Triptych LLCApr 2021 to Jul 2025
- Intrust BankJan 2021 to Apr 2021
- UnemployedDec 2020 to Dec 2020
- Alphalete Management Group IncJun 2020 to Sep 2020
- AssurantMay 2020 to Nov 2020
- Ferguson Production IncMay 2020 to Jun 2020
- WalmartJun 2019 to Aug 2019
- Braum'sJun 2019 to Jun 2019
- Kelly ServicesMay 2017 to Jul 2017
- Mcpherson CollegeJan 2017 to May 2020
- UnemployedJul 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7365244
- Firm CRD
- 79