Jonathan Lamprecht
Investment adviser representative at J.P. Morgan Securities LLC
11 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
11 years in the industry.
- J.P. Morgan Securities LLCJun 2025 to now
- Equitable Advisors, LLCDec 2022 to May 2025
- Equitable Financial Life InsDec 2022 to Jan 2025
- Zinna's BistroOct 2022 to Aug 2023
- UnemployedMay 2022 to Oct 2022
- Equitable Advisors, LLCJun 2021 to Aug 2021
- UpsJun 2020 to Jul 2020
- Bistro Di MarinoFeb 2020 to Jun 2021
- Rowan UniversitySep 2018 to May 2022
- Candlewood Management Services IncJun 2018 to May 2022
- UnemployedJun 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7393494
- Firm CRD
- 79