Lauren Mcpartland
Investment adviser representative at J.P. Morgan Securities LLC
9 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Lauren Mcpartland? Claim your profile
Contact this firm
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
9 years in the industry.
- JP Morgan Chase Bank, N.A.Oct 2023 to now
- J.P. Morgan Securities LLCSep 2023 to now
- First Republic Investment Management, IncJul 2022 to now
- First Republic Securities Company, LLCJan 2023 to Oct 2023
- Enterprise Rent-a-carJun 2021 to Aug 2021
- Ace HardwareAug 2020 to Jun 2022
- Over the Moon CreameryMay 2019 to Aug 2019
- St Mary's College of CaliforniaAug 2018 to Jun 2022
- Sacred Heart Cathedral PreparatoryAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7693410
- Firm CRD
- 79