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Lisa Pohlman

J.p. Morgan Securities LLC

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About Lisa Pohlman

Lisa Pohlman is a financial professional with over 10 years of experience in the industry. Lisa is currently registered with J.P. Morgan Securities LLC and has previously worked with U.S. Bancorp Investments, Inc., The Huntington Investment Company, and LPL Financial LLC. Lisa's areas of expertise include portfolio management for individuals and businesses, financial planning and selection of other advisers.

Firm Information

Lisa Pohlman 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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Lisa Pohlman’s Registration & Firm History

OH

11/21/2022 - Present

J.p. Morgan Securities LLC (LIMA OH)

OH

12/18/2019 - 11/07/2022

U.S. BANCORP INVESTMENTS, INC. (ADA OH)

OH

12/21/2018 - 10/17/2019

THE HUNTINGTON INVESTMENT COMPANY (KENTON OH)

OH

03/03/2016 - 01/27/2017

LPL FINANCIAL LLC (LIMA OH)

OH

09/03/2015 - 11/10/2015

LPL FINANCIAL LLC (LIMA OH)

OH

10/01/2012 - 08/25/2015

J.P. MORGAN SECURITIES LLC (LIMA OH)

OH

05/14/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (LIMA OH)

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Licenses & Designations

BC

Issued 03/07/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/27/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Pohlman.
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