Lyndsey Catherine Toce
Investment adviser representative at J.P. Morgan Securities LLC
12 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
12 years in the industry.
- J.P. Morgan Securities LLCApr 2024 to now
- JPMorgan Chase Bank, NAJan 2024 to now
- JPMorgan Securities LLCJan 2024 to now
- UnemployedDec 2023 to Dec 2023
- Northeastern UniversityAug 2023 to Nov 2023
- Goldman SachsJun 2023 to Aug 2023
- UnemployedFeb 2023 to May 2023
- Boston Consulting GroupJul 2022 to Jan 2023
- UnemployedFeb 2022 to Jun 2022
- Congress Asset ManagementJul 2021 to Jan 2022
- Yard HouseJun 2021 to Sep 2021
- UnemployedSep 2020 to May 2021
- Static Clean InternationalMay 2020 to Aug 2020
- UnemployedSep 2019 to Apr 2020
- Edible ArrangementsFeb 2014 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7761444
- Firm CRD
- 79