Elizabeth Lesar

CRD 1896422 · J.P. Morgan Securities LLC · New York, NY

IA RegisteredBroker

Also appears in the source record as: Elizabeth K Lesar; Elizabeth Katarina Lesar; Elizabeth Lesar; Liz Lesar; Elizabeth Katrina Lezar; Elisabeth K Lesar

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): SIESeries 3Series 7Series 55Series 9Series 66Series 63
Registered states (18): California · Connecticut · Delaware · Florida · Georgia · Illinois · Maryland · Massachusetts · Michigan · New Jersey · New Mexico · New York · North Carolina · Ohio · Puerto Rico · Tennessee · Texas · Washington
Years in the industry (source record): 28
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (18)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
New York, NY · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
New York, NY · BC capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New York, NY · IA capacity

Jul 30, 2019 → Apr 4, 2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New York, NY · BC capacity

Jul 29, 2019 → Apr 4, 2023
Lpl Financial LLC
South Hampton, NY · IA capacity

Apr 24, 2018 → Aug 26, 2019
Lpl Financial LLC
South Hampton, NY · BC capacity

Apr 23, 2018 → Aug 26, 2019
Financial Resources Group Investment Services, LLC
Southhampton, NY · BC capacity

May 1, 2018 → Jul 29, 2019
Capital One Advisors, LLC
Mclean, VA · IA capacity

Aug 3, 2016 → Apr 23, 2018
Capital One Investing, LLC
Melville, NY · BC capacity

Aug 3, 2016 → Apr 23, 2018
Morgan Stanley
New York, NY · IA capacity

Mar 23, 2015 → Feb 1, 2016
Morgan Stanley
New York, NY · BC capacity

Feb 24, 2015 → Feb 1, 2016
Revere Securities Corp.
New York, NY · BC capacity

May 14, 2012 → Feb 27, 2013
Dahlman Rose & Company, LLC
New York, NY · BC capacity

Feb 16, 2006 → May 22, 2006
Bgc Financial Inc.
New York, NY · BC capacity

Aug 5, 2004 → Mar 6, 2006
Burlington Capital Markets Inc.
New York, NY · BC capacity

Nov 29, 2000 → Aug 25, 2004
Raymond James & Associates, Inc.
St. Petersburg, FL · BC capacity

May 17, 1994 → Nov 15, 2000
First Empire Securities, Inc.
Hauppauge, NY · BC capacity

Jul 25, 1991 → Mar 10, 1995
Cs First Boston Corporation
New York, NY · BC capacity

Feb 14, 1989 → Jan 1, 1991

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 1896422 ↗ FINRA BrokerCheck record for CRD 1896422 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.