Ian Lazan
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCJun 2026 to now
- JPMorgan Chase Bank, N.A.Jun 2026 to now
- Self-employedSep 2016 to now
- East Wind Securities, LLCMar 2026 to Jun 2026
- Malka (restaurant, the Good People Group)Sep 2025 to Nov 2025
- The Carlebach SynagogueAug 2025 to Jan 2026
- Polanco Social (thyme & Tonic)Jul 2025 to Jun 2026
- Golden Child ArtistsMay 2024 to May 2024
- Jazz House KidsMay 2023 to Jun 2023
- Royal Caribbean Group LLCFeb 2020 to May 2020
- Hershey EntertainmentMay 2019 to Aug 2019
- Berklee College of MusicSep 2017 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 8237356
- Firm CRD
- 79