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Alan Lerner

J.p. Morgan Securities LLC

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About Alan Lerner

Alan Lerner is a registered representative with J.p. Morgan Securities LLC. Alan has been working in the financial industry since 2013. Alan is currently registered with the Financial Industry Regulatory Authority (FINRA) in Florida and Texas. Alan has passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Alan has experience working with various financial institutions including Credit Suisse, JPMorgan Suisse, and Financial Partners Capital Management, LLC. Alan also has experience in business development and has been involved in a number of personal businesses, including Local Enterprise S.A. and Local Enterprise LLC. Alan is currently registered with the Securities and Exchange Commission (SEC) and holds Series 63 and Series 65 licenses.

Firm Information

Alan Lerner is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Alan Lerner’s Registration & Firm History

FL

09/26/2024 - Present

J.p. Morgan Securities LLC (Miami FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alan Lerner.
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