Unclaimed
Alexandra Lawson is a financial advisor with over 16 years of experience in the industry. Alexandra is currently registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC and is licensed to provide financial advice in California and Texas. Alexandra has a strong track record of success in helping clients achieve their financial goals and has worked for several top financial institutions, including Goldman Sachs & Co. LLC, MBSC Securities Corporation, Barclays Capital Inc., and Lehman Brothers Inc. Alexandra is also a Chartered Financial Analyst (CFA) and has a deep understanding of the financial markets. Alexandra is dedicated to providing her clients with personalized financial advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
05/22/2024 - Present
J.p. Morgan Securities LLC (San Francisco CA)
CA
04/19/2023 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (San Francisco CA)
NY
03/31/2014 - 05/03/2023
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
CA
08/09/2013 - 03/05/2014
MBSC SECURITIES CORPORATION (SAN FRANCISCO CA)
CA
09/22/2008 - 02/02/2011
BARCLAYS CAPITAL INC. (SANTA MONICA CA)
NY
10/07/2004 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 08/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2014
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/29/2013
Series 3 - National Commodity Futures Examination
BC
Issued 08/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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