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Lambros C Konstantellos

J.p. Morgan Securities LLC

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About Lambros C Konstantellos

Lambros Konstantellos is a financial advisor with J.P. Morgan Securities LLC. Lambros is a CERTIFIED FINANCIAL PLANNER™ professional. Lambros has been in the financial services industry since 2012. Lambros is registered to provide securities and investment advisory services in 53 states and the District of Columbia. Lambros holds the Series 66, Series 7, and SIE licenses. Lambros has experience working with a variety of clients, including individuals, corporations, businesses, charitable organizations, insurance companies, and labor unions. Lambros also has experience providing portfolio management for businesses and individuals, and has provided financial planning services to clients. Lambros is a member of the Parish Council at St. Haralambos Greek Orthodox Church.

Firm Information

Lambros Konstantellos 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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Lambros Konstantellos’s Registration & Firm History

IL

11/07/2023 - Present

J.p. Morgan Securities LLC (Evanston IL)

IL

01/26/2022 - 10/30/2023

CHARLES SCHWAB & CO., INC. (Northbrook IL)

IL

03/11/2019 - 10/30/2023

TD AMERITRADE, INC. (Northbrook IL)

IL

04/04/2018 - 02/25/2019

U.S. BANCORP INVESTMENTS, INC. (CHICAGO IL)

IL

07/06/2005 - 09/08/2009

CHASE INVESTMENT SERVICES CORP. (LINCOLNWOOD IL)

IL

05/17/2004 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

MN

09/18/2003 - 02/12/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/18/2003 - 02/12/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/01/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There is public disclosure for Lambros C Konstantellos. Review regulatory record here.
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