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Anna Lozano

J.p. Morgan Securities LLC

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About Anna Lozano

Anna Lozano is a financial professional with over 16 years of experience in the industry. Anna currently works with J.p. Morgan Securities LLC in Apple Valley, California. Previously, Anna has held positions at UNIONBANC INVESTMENT SERVICES, LLC, CHASE INVESTMENT SERVICES CORP., and WAMU INVESTMENTS, INC. Anna has a wide range of experience with specializations including securities, mutual funds, variable annuities, fixed annuities, and retirement plans.

Firm Information

Anna Lozano 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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Anna Lozano’s Registration & Firm History

CA

04/15/2013 - Present

J.p. Morgan Securities LLC (Apple Valley CA)

CA

12/21/2012 - 03/19/2013

UNIONBANC INVESTMENT SERVICES, LLC (BARSTOW CA)

CA

05/02/2009 - 06/22/2012

CHASE INVESTMENT SERVICES CORP. (APPLE VALLEY, CA)

CA

08/25/2006 - 05/02/2009

WAMU INVESTMENTS, INC. (HESPERIA CA)

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Licenses & Designations

BC

Issued 10/30/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Anna Lozano. Review regulatory record here.
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