linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Anna G Lozada

J.p. Morgan Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Anna? Claim Your Profile

About Anna G Lozada

Anna Lozada is a financial professional with over 10 years of experience in the industry. Anna is currently registered with J.P. Morgan Securities LLC in the state of California and has been with the firm since 2015. Prior to joining J.P. Morgan Securities LLC, Anna worked at Chase Investment Services Corp. and WAMU Investments, Inc. Anna holds a Series 63 license and has passed the Series 6 and SIE exams. Anna's areas of expertise include providing investment advice to individuals, businesses, and charitable organizations.

Firm Information

Anna Lozada 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

check

other

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Anna Lozada’s Registration & Firm History

CA

04/15/2015 - Present

J.p. Morgan Securities LLC (NEWHALL CA)

CA

10/01/2012 - 12/31/2013

J.P. MORGAN SECURITIES LLC (VALENCIA CA)

CA

05/02/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (CASTAIC CA)

CA

03/05/2009 - 05/02/2009

WAMU INVESTMENTS, INC. (CASTAIC CA)

Not sure if Anna G Lozada is right for you?

Licenses & Designations

BC

Issued 03/14/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anna G Lozada.
Not sure if Anna G Lozada is right for you?