Lindsey Noel Pettis
Investment adviser representative at J.P. Morgan Securities LLC
12 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Lindsey Noel Pettis? 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
12 years in the industry.
- J.P. Morgan Securities LLCJul 2024 to now
- JPMorgan Chase Bank, N.A.Jul 2024 to now
- UnemployedMay 2024 to Jun 2024
- JP Morgan Private BankJun 2023 to Aug 2023
- JP Morgan Private BankJun 2022 to Jul 2022
- New Balance Factory StoreJun 2021 to Jul 2021
- Howard UniversityAug 2020 to Apr 2024
- UnemployedSep 2019 to Jul 2020
- I Love Juice BarJun 2019 to Aug 2019
- UnemployedDec 2018 to May 2019
- Journeys KidzJul 2018 to Nov 2018
- Southern Pain InstituteJun 2018 to Jul 2018
- UnemployedJul 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7939639
- Firm CRD
- 79